Schwab U S Broad Market ETF shares owned by Carson Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $203k | 7.0k | 28.96 |
| 2024-03-31 | $211k | 3.4k | 61.05 |
| 2023-12-31 | $202k | 3.6k | 55.67 |
| 2021-12-31 | $203k | 1.8k | 112.78 |