Schwab U S Broad Market ETF shares owned by Brio Consultants
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 149k | 25.71 |
| 2025-06-30 | $3.5M | 148k | 23.83 |
| 2025-03-31 | $1.7M | 79k | 21.53 |
| 2024-12-31 | $1.1M | 47k | 22.70 |
| 2024-09-30 | $781k | 12k | 66.52 |
| 2024-06-30 | $327k | 5.2k | 62.87 |
| 2024-03-31 | $340k | 5.6k | 61.05 |
| 2023-12-31 | $307k | 5.5k | 55.67 |
| 2023-09-30 | $227k | 4.5k | 49.85 |