Schwab U S Broad Market ETF shares owned by Boulder Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Boulder Wealth Advisors
from 13F filings
Historical chart of Boulder Wealth Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Boulder Wealth Advisors 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 Boulder Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 1.6M | 25.71 |
| 2025-03-31 | $34M | 1.6M | 21.53 |
| 2024-12-31 | $35M | 1.5M | 22.70 |
| 2024-09-30 | $33M | 502k | 66.52 |
| 2024-06-30 | $31M | 496k | 62.87 |
| 2024-03-31 | $30M | 484k | 61.05 |
| 2022-12-31 | $14M | 306k | 44.81 |