Schwab U S Broad Market ETF shares owned by Advus Financial Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.5M | 119k | 28.96 |
| 2026-03-31 | $3.3M | 130k | 25.10 |
| 2025-12-31 | $3.5M | 133k | 26.23 |
| 2025-09-30 | $3.8M | 147k | 25.71 |
| 2025-06-30 | $4.0M | 169k | 23.83 |
| 2025-03-31 | $5.7M | 265k | 21.53 |
| 2024-12-31 | $6.2M | 271k | 22.70 |
| 2024-09-30 | $5.9M | 88k | 66.52 |
| 2024-06-30 | $5.7M | 90k | 62.87 |
| 2024-03-31 | $5.7M | 93k | 61.05 |
| 2023-12-31 | $5.7M | 102k | 55.67 |
| 2023-09-30 | $8.0M | 161k | 49.85 |
| 2023-06-30 | $8.3M | 160k | 51.70 |
| 2023-03-31 | $7.3M | 153k | 47.85 |
| 2022-12-31 | $6.3M | 141k | 44.81 |
| 2022-09-30 | $6.0M | 142k | 41.99 |
| 2022-06-30 | $6.3M | 143k | 44.19 |
| 2022-03-31 | $7.5M | 140k | 53.39 |
| 2021-09-30 | $7.7M | 68k | 113.01 |