Schwab U S Broad Market ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 15k | 25.71 |
| 2025-06-30 | $377k | 16k | 23.83 |
| 2025-03-31 | $339k | 16k | 21.53 |
| 2024-12-31 | $358k | 16k | 22.70 |
| 2024-09-30 | $349k | 5.2k | 66.53 |
| 2024-06-30 | $330k | 5.2k | 62.87 |
| 2024-03-31 | $320k | 5.2k | 61.05 |
| 2023-12-31 | $234k | 5.2k | 44.81 |
| 2023-09-30 | $261k | 5.2k | 49.85 |
| 2023-06-30 | $271k | 5.2k | 51.70 |
| 2023-03-31 | $251k | 5.2k | 47.85 |
| 2022-12-31 | $234k | 5.2k | 44.81 |
| 2022-09-30 | $49k | 1.2k | 41.99 |
| 2022-06-30 | $51k | 1.2k | 44.20 |
More positions owned by Financial Synergies Wealth Advisors
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