Schwab U S Broad Market ETF shares owned by AA Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $338k | 14k | 23.83 |
| 2025-03-31 | $295k | 14k | 21.53 |
| 2024-12-31 | $401k | 18k | 22.70 |
| 2024-09-30 | $393k | 5.9k | 66.52 |
| 2024-06-30 | $371k | 5.9k | 62.87 |
| 2024-03-31 | $328k | 5.4k | 61.05 |