Schwab U S Broad Market ETF shares owned by Financial Services Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 373k | 66.52 |
| 2024-06-30 | $12M | 198k | 62.87 |
| 2024-03-31 | $25M | 414k | 61.05 |
| 2023-12-31 | $24M | 422k | 55.67 |
| 2019-12-31 | $15M | 200k | 76.88 |
| 2019-09-30 | $15M | 205k | 71.02 |
| 2019-06-30 | $8.8M | 125k | 70.53 |
| 2019-03-31 | $18M | 257k | 68.05 |
| 2018-09-30 | $3.6M | 52k | 70.39 |
| 2018-06-30 | $1.2M | 17k | 65.99 |
More positions owned by Financial Services Advisory
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