Schwab U S Broad Market ETF shares owned by Councilmark Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Councilmark Asset Management
from 13F filings
Historical chart of Councilmark Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Councilmark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 11k | 25.71 |
| 2025-06-30 | $317k | 13k | 23.83 |
| 2025-03-31 | $286k | 13k | 21.53 |
| 2024-12-31 | $302k | 13k | 22.70 |
| 2024-09-30 | $295k | 4.4k | 66.52 |
| 2024-06-30 | $279k | 4.4k | 62.87 |
| 2024-03-31 | $271k | 4.4k | 61.05 |
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