Schwab U S Broad Market ETF shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 17k | 25.71 |
| 2025-06-30 | $445k | 19k | 23.83 |
| 2025-03-31 | $447k | 21k | 21.53 |
| 2024-12-31 | $476k | 21k | 22.70 |
| 2024-09-30 | $225k | 3.4k | 66.52 |
| 2024-06-30 | $221k | 3.5k | 63.38 |
| 2024-03-31 | $246k | 4.0k | 60.90 |
| 2023-12-31 | $266k | 4.8k | 55.67 |
| 2023-09-30 | $243k | 4.9k | 49.85 |
| 2023-06-30 | $255k | 4.9k | 51.70 |
| 2023-03-31 | $235k | 4.9k | 47.85 |
| 2022-12-31 | $216k | 4.8k | 44.81 |