Schwab U S Broad Market ETF shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 193k | 25.71 |
| 2025-06-30 | $4.6M | 191k | 23.83 |
| 2025-03-31 | $4.1M | 192k | 21.53 |
| 2024-12-31 | $4.1M | 179k | 22.70 |
| 2024-09-30 | $4.0M | 60k | 66.52 |
| 2024-06-30 | $3.7M | 59k | 62.87 |
| 2024-03-31 | $462k | 7.6k | 61.05 |
| 2023-12-31 | $440k | 7.9k | 55.67 |
| 2023-09-30 | $439k | 8.8k | 49.85 |
| 2023-06-30 | $466k | 9.0k | 51.70 |
| 2023-03-31 | $872k | 18k | 47.85 |
| 2022-12-31 | $825k | 18k | 44.81 |
| 2022-09-30 | $771k | 18k | 41.98 |
| 2022-06-30 | $836k | 19k | 44.17 |
| 2022-03-31 | $981k | 18k | 53.40 |
| 2021-12-31 | $1.1M | 9.9k | 112.99 |
| 2021-09-30 | $1.1M | 11k | 103.87 |
| 2021-06-30 | $1.3M | 12k | 104.30 |
| 2021-03-31 | $1.1M | 12k | 96.74 |
| 2020-12-31 | $1.1M | 12k | 91.03 |
| 2020-09-30 | $984k | 12k | 79.66 |
| 2020-06-30 | $785k | 11k | 73.47 |
| 2020-03-31 | $545k | 9.0k | 60.47 |
| 2019-12-31 | $622k | 8.1k | 76.89 |
| 2019-09-30 | $541k | 7.6k | 71.00 |
| 2019-06-30 | $516k | 7.3k | 70.48 |
| 2019-03-31 | $485k | 7.1k | 68.04 |
| 2018-12-31 | $328k | 5.5k | 59.97 |
| 2018-09-30 | $450k | 6.4k | 70.37 |
| 2018-06-30 | $437k | 6.4k | 68.44 |
| 2018-03-31 | $311k | 4.9k | 63.83 |
| 2017-12-31 | $315k | 4.9k | 64.44 |
| 2017-09-30 | $300k | 4.9k | 60.88 |
| 2017-06-30 | $294k | 4.9k | 59.66 |
| 2017-03-31 | $317k | 5.6k | 56.97 |
| 2016-12-31 | $297k | 5.5k | 54.20 |
| 2016-09-30 | $279k | 5.3k | 52.39 |
| 2016-06-30 | $234k | 4.7k | 50.32 |
| 2016-03-31 | $214k | 4.3k | 49.31 |