Schwab U S Broad Market ETF shares owned by Aquire Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aquire Wealth Advisors
from 13F filings
Historical chart of Aquire Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Aquire Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $650k | 25k | 25.71 |
| 2025-06-30 | $602k | 25k | 23.83 |
| 2025-03-31 | $544k | 25k | 21.53 |
| 2024-12-31 | $573k | 25k | 22.70 |
| 2024-09-30 | $597k | 9.0k | 66.52 |
| 2024-03-31 | $548k | 9.0k | 61.05 |
| 2023-12-31 | $495k | 8.9k | 55.67 |
| 2023-09-30 | $452k | 9.1k | 49.85 |
| 2023-06-30 | $468k | 9.1k | 51.70 |
| 2023-03-31 | $434k | 9.1k | 47.85 |
| 2022-12-31 | $406k | 9.1k | 44.81 |
| 2022-09-30 | $380k | 9.1k | 41.94 |
| 2022-06-30 | $400k | 9.1k | 44.15 |
| 2022-03-31 | $481k | 9.0k | 53.39 |
| 2021-12-31 | $501k | 4.4k | 113.04 |