Schwab U S Broad Market ETF shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak 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 Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 22k | 25.71 |
| 2025-06-30 | $516k | 22k | 23.83 |
| 2025-03-31 | $478k | 22k | 21.53 |
| 2024-12-31 | $516k | 23k | 22.70 |
| 2024-06-30 | $513k | 8.2k | 62.87 |
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