Schwab U S Broad Market ETF shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 404k | 25.71 |
| 2025-06-30 | $9.9M | 415k | 23.83 |
| 2025-03-31 | $14M | 669k | 21.53 |
| 2024-12-31 | $16M | 707k | 22.70 |
| 2024-09-30 | $18M | 266k | 66.52 |
| 2024-06-30 | $19M | 294k | 62.87 |
| 2024-03-31 | $17M | 279k | 61.05 |
| 2023-12-31 | $16M | 289k | 55.67 |
| 2023-09-30 | $14M | 281k | 49.85 |
| 2023-06-30 | $14M | 273k | 51.70 |
| 2023-03-31 | $13M | 261k | 47.85 |
| 2022-12-31 | $12M | 265k | 44.81 |
| 2022-09-30 | $11M | 257k | 41.99 |
| 2022-06-30 | $11M | 243k | 44.19 |
| 2022-03-31 | $12M | 181k | 68.51 |
| 2021-12-31 | $11M | 103k | 108.95 |
| 2021-09-30 | $11M | 104k | 103.86 |
| 2021-06-30 | $9.9M | 98k | 100.92 |
| 2021-03-31 | $4.2M | 44k | 96.72 |
| 2020-12-31 | $3.9M | 43k | 91.00 |
| 2020-09-30 | $3.4M | 42k | 79.72 |
| 2020-06-30 | $3.0M | 40k | 73.45 |
| 2020-03-31 | $2.4M | 39k | 60.48 |
| 2019-12-31 | $3.3M | 42k | 77.14 |
| 2019-09-30 | $2.9M | 42k | 70.02 |
| 2019-06-30 | $2.9M | 40k | 70.95 |
| 2019-03-31 | $2.6M | 39k | 67.98 |
| 2018-12-31 | $4.2M | 47k | 89.43 |
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