Schwab U S Broad Market ETF shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $886k | 35k | 25.71 |
| 2025-06-30 | $821k | 35k | 23.83 |
| 2025-03-31 | $742k | 35k | 21.53 |
| 2024-12-31 | $783k | 35k | 22.70 |
| 2024-09-30 | $764k | 12k | 66.52 |
| 2024-06-30 | $722k | 12k | 62.87 |
| 2024-03-31 | $702k | 12k | 61.05 |
| 2023-12-31 | $640k | 12k | 55.67 |
| 2023-09-30 | $573k | 12k | 49.85 |
| 2023-06-30 | $594k | 12k | 51.70 |
| 2023-03-31 | $550k | 12k | 47.85 |
| 2022-12-31 | $515k | 12k | 44.81 |
| 2022-09-30 | $482k | 12k | 41.95 |
| 2022-06-30 | $508k | 12k | 44.21 |
| 2022-03-31 | $613k | 12k | 53.35 |
| 2021-12-31 | $649k | 5.7k | 112.97 |