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Schwab U S Broad Market ETF shares owned by Aurora Private Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aurora Private Wealth from 13F filings

Historical chart of Aurora Private Wealth 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 Aurora Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Aurora Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 14k 26.12
2025-06-30 $242k 10k 23.86
2022-09-30 $9.0M 213k 41.99
2022-06-30 $8.7M 198k 44.19
2022-03-31 $11M 197k 53.39
2021-12-31 $11M 97k 113.01
2021-09-30 $9.8M 94k 103.86
2021-06-30 $9.3M 89k 104.27
2021-03-31 $7.8M 81k 96.71
2020-12-31 $6.9M 76k 90.98
2020-09-30 $5.6M 71k 79.64
2020-06-30 $4.8M 66k 73.47
2020-03-31 $6.5M 108k 60.43
2019-12-31 $5.7M 74k 76.89