Schwab U S Broad Market ETF shares owned by Adamsbrown Wealth Consultants
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Adamsbrown Wealth Consultants
from 13F filings
Historical chart of Adamsbrown Wealth Consultants investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Adamsbrown Wealth Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Adamsbrown Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 14k | 25.71 |
| 2025-06-30 | $342k | 14k | 23.83 |
| 2025-03-31 | $309k | 14k | 21.53 |
| 2024-12-31 | $325k | 14k | 22.70 |
| 2024-09-30 | $317k | 4.8k | 66.51 |
| 2024-06-30 | $298k | 4.7k | 62.87 |
| 2024-03-31 | $289k | 4.7k | 61.05 |
| 2023-12-31 | $263k | 4.7k | 55.67 |
| 2023-09-30 | $234k | 4.7k | 49.85 |
| 2023-06-30 | $273k | 5.3k | 51.70 |
| 2023-03-31 | $229k | 4.8k | 47.85 |
| 2022-12-31 | $206k | 4.6k | 44.81 |
| 2022-06-30 | $203k | 4.6k | 44.13 |
| 2022-03-31 | $246k | 4.6k | 53.48 |
| 2021-12-31 | $260k | 2.3k | 113.04 |
More positions owned by Adamsbrown Wealth Consultants
View all positions for Adamsbrown Wealth Consultants