Schwab U S Broad Market ETF shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 17k | 25.71 |
| 2025-06-30 | $377k | 16k | 23.83 |
| 2025-03-31 | $319k | 15k | 21.53 |
| 2024-12-31 | $337k | 15k | 22.70 |
| 2024-09-30 | $279k | 4.2k | 66.52 |
| 2024-06-30 | $253k | 4.2k | 60.49 |
| 2024-03-31 | $244k | 4.2k | 58.41 |
| 2023-12-31 | $233k | 4.2k | 55.67 |
| 2023-09-30 | $209k | 4.2k | 49.85 |
| 2023-06-30 | $216k | 4.2k | 51.70 |
| 2023-03-31 | $200k | 4.2k | 47.85 |
| 2022-03-31 | $223k | 4.2k | 53.39 |
| 2021-12-31 | $236k | 2.1k | 112.97 |
| 2021-09-30 | $217k | 2.1k | 103.93 |
| 2021-06-30 | $218k | 2.1k | 104.41 |
| 2021-03-31 | $202k | 2.1k | 96.74 |
| 2018-06-30 | $253k | 3.8k | 65.89 |
| 2018-03-31 | $245k | 3.8k | 63.80 |
| 2017-12-31 | $248k | 3.8k | 64.58 |
| 2017-09-30 | $234k | 3.8k | 60.94 |
| 2017-06-30 | $224k | 3.8k | 58.33 |
| 2017-03-31 | $219k | 3.8k | 57.03 |
More positions owned by FRG Family Wealth Advisors
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