Schwab U S Broad Market ETF shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 12k | 25.71 |
| 2025-06-30 | $286k | 12k | 23.83 |
| 2025-03-31 | $258k | 12k | 21.53 |
| 2024-12-31 | $272k | 12k | 22.70 |
| 2024-09-30 | $266k | 4.0k | 66.52 |
| 2024-06-30 | $252k | 4.0k | 63.07 |
| 2024-03-31 | $244k | 4.0k | 61.05 |
| 2023-12-31 | $223k | 4.0k | 55.67 |
| 2023-06-30 | $207k | 4.0k | 51.70 |