Schwab U S Broad Market ETF shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 11k | 25.71 |
| 2025-06-30 | $250k | 11k | 23.83 |
| 2025-03-31 | $226k | 11k | 21.53 |
| 2024-12-31 | $238k | 11k | 22.70 |
| 2024-09-30 | $232k | 3.5k | 66.52 |
| 2024-06-30 | $219k | 3.5k | 62.87 |
| 2024-03-31 | $213k | 3.5k | 61.05 |
| 2022-12-31 | $287k | 6.4k | 44.81 |
| 2022-09-30 | $243k | 5.8k | 42.06 |
| 2021-03-31 | $64k | 661 | 96.82 |
| 2020-06-30 | $43k | 586 | 73.38 |
| 2020-03-31 | $35k | 586 | 59.73 |
| 2019-12-31 | $59k | 766 | 77.02 |
| 2019-09-30 | $54k | 763 | 70.77 |
| 2019-06-30 | $54k | 760 | 71.05 |
| 2019-03-31 | $52k | 760 | 68.42 |
| 2018-12-31 | $71k | 1.2k | 59.66 |
| 2018-09-30 | $84k | 1.2k | 70.71 |
| 2018-06-30 | $78k | 1.2k | 65.77 |
| 2018-03-31 | $34k | 547 | 62.16 |
| 2017-12-31 | $35k | 547 | 63.99 |