Schwab U S Broad Market ETF shares owned by Biltmore Family Office
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Biltmore Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $193k | 7.5k | 25.71 |
| 2025-06-30 | $161k | 6.8k | 23.83 |
| 2025-03-31 | $145k | 6.8k | 21.53 |
| 2024-12-31 | $153k | 6.8k | 22.70 |
| 2024-09-30 | $150k | 2.3k | 66.52 |
| 2024-06-30 | $142k | 2.3k | 63.07 |
| 2024-03-31 | $137k | 2.3k | 61.05 |
| 2023-12-31 | $125k | 2.3k | 55.67 |
| 2023-09-30 | $112k | 2.3k | 49.85 |
| 2023-03-31 | $217k | 4.5k | 47.85 |
| 2022-12-31 | $101k | 2.3k | 44.81 |
| 2020-06-30 | $83k | 1.1k | 73.78 |
| 2020-03-31 | $68k | 1.1k | 60.44 |
| 2019-12-31 | $86k | 1.1k | 76.44 |
| 2019-09-30 | $107k | 1.5k | 71.33 |
| 2019-06-30 | $106k | 1.5k | 70.67 |