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Schwab U S Broad Market ETF shares owned by Brand Asset Management Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Brand Asset Management Group from 13F filings

Historical chart of Brand Asset Management Group 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 Brand Asset Management Group 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 Brand Asset Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 8.7k 25.71
2025-06-30 $214k 9.0k 23.83
2021-03-31 $127k 1.3k 96.73
2020-12-31 $118k 1.3k 91.19
2020-09-30 $104k 1.3k 79.94
2020-06-30 $95k 1.3k 73.08
2020-03-31 $79k 1.3k 60.58
2019-12-31 $100k 1.3k 76.86
2019-09-30 $92k 1.3k 70.77
2019-06-30 $92k 1.3k 70.71
2019-03-31 $80k 1.2k 68.03
2018-12-31 $66k 1.1k 60.05
2018-09-30 $77k 1.1k 70.45
2018-06-30 $67k 1.0k 66.40