Schwab U S Broad Market ETF shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 68k | 25.71 |
| 2025-06-30 | $1.6M | 69k | 23.83 |
| 2025-03-31 | $1.8M | 85k | 21.53 |
| 2024-12-31 | $2.0M | 89k | 22.70 |
| 2024-09-30 | $2.0M | 30k | 66.52 |
| 2024-06-30 | $2.6M | 41k | 62.87 |
| 2024-03-31 | $2.6M | 42k | 61.05 |
| 2023-12-31 | $2.3M | 41k | 55.67 |
| 2023-09-30 | $979k | 20k | 49.85 |
More positions owned by Garrett Investment Advisors
View all positions for Garrett Investment Advisors