Schwab U S Broad Market ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth 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 Heartwood Wealth 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 13k | 25.71 |
| 2025-06-30 | $310k | 13k | 23.83 |
| 2025-03-31 | $287k | 13k | 21.53 |
| 2024-12-31 | $303k | 13k | 22.70 |
| 2024-09-30 | $296k | 4.4k | 66.52 |
| 2024-06-30 | $322k | 5.1k | 62.87 |