Schwab U S Broad Market ETF shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.8M | 61k | 62.87 |
| 2024-03-31 | $4.1M | 68k | 61.05 |
| 2023-12-31 | $3.3M | 58k | 55.67 |
| 2023-09-30 | $2.8M | 57k | 49.85 |
| 2023-06-30 | $3.7M | 72k | 51.70 |
| 2023-03-31 | $2.5M | 51k | 47.85 |
| 2022-12-31 | $1.9M | 42k | 44.81 |
| 2022-09-30 | $543k | 13k | 41.98 |
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