Schwab U S Broad Market ETF shares owned by Claris Advisors, Llc / Mo /
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Claris Advisors, Llc / Mo /
from 13F filings
Historical chart of Claris Advisors, Llc / Mo / investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Claris Advisors, Llc / Mo /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 12k | 23.83 |
| 2025-06-30 | $281k | 12k | 23.83 |
| 2025-03-31 | $253k | 12k | 21.53 |
| 2024-12-31 | $266k | 12k | 22.70 |
| 2024-09-30 | $259k | 3.9k | 66.51 |
| 2024-06-30 | $243k | 3.9k | 62.87 |
| 2024-03-31 | $236k | 3.9k | 61.05 |
| 2023-12-31 | $215k | 3.9k | 55.67 |
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