Schwab U S Broad Market ETF shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $240k | 8.7k | 27.44 |
| 2025-12-31 | $440k | 17k | 26.74 |
| 2025-09-30 | $268k | 10k | 26.30 |
| 2025-06-30 | $255k | 10k | 24.78 |
| 2025-03-31 | $439k | 21k | 21.35 |
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