Schwab U S Broad Market ETF shares owned by Ashford Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ashford Advisors
from 13F filings
Historical chart of Ashford Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ashford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 597k | 25.71 |
| 2025-06-30 | $18M | 746k | 23.83 |
| 2025-03-31 | $16M | 746k | 21.53 |
| 2024-12-31 | $17M | 759k | 22.70 |
| 2024-09-30 | $17M | 257k | 66.52 |
| 2024-06-30 | $16M | 257k | 62.87 |
| 2024-03-31 | $16M | 257k | 61.05 |
| 2023-12-31 | $15M | 269k | 55.67 |
| 2023-09-30 | $14M | 271k | 49.85 |
| 2023-06-30 | $14M | 271k | 51.70 |
| 2023-03-31 | $13M | 271k | 47.85 |
| 2022-12-31 | $12M | 271k | 44.81 |
| 2022-09-30 | $11M | 271k | 41.99 |
| 2022-06-30 | $12M | 271k | 44.19 |
| 2022-03-31 | $15M | 271k | 53.39 |
| 2021-12-31 | $15M | 135k | 113.01 |
| 2021-09-30 | $14M | 135k | 103.86 |
| 2021-06-30 | $14M | 135k | 104.27 |
| 2021-03-31 | $13M | 135k | 96.71 |
| 2020-12-31 | $12M | 135k | 90.99 |