Schwab U S Broad Market ETF shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate 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 Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70k | 2.7k | 25.71 |
| 2025-06-30 | $64k | 2.7k | 23.83 |
| 2025-03-31 | $58k | 2.7k | 21.53 |
| 2024-12-31 | $79k | 3.5k | 22.70 |
| 2024-09-30 | $94k | 1.4k | 66.52 |
| 2024-06-30 | $89k | 1.4k | 63.07 |
| 2024-03-31 | $86k | 1.4k | 61.05 |
| 2023-12-31 | $78k | 1.4k | 55.67 |