Schwab U S Broad Market ETF shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 353k | 25.71 |
| 2025-06-30 | $55M | 2.3M | 23.83 |
| 2025-03-31 | $47M | 2.0M | 23.61 |
| 2024-12-31 | $2.4M | 105k | 22.70 |
| 2024-09-30 | $11M | 159k | 66.52 |
| 2024-06-30 | $10M | 161k | 61.83 |
| 2024-03-31 | $1.4M | 22k | 61.05 |
| 2023-12-31 | $1.1M | 20k | 55.67 |
| 2023-09-30 | $1.0M | 21k | 49.85 |
| 2023-06-30 | $1.1M | 22k | 51.70 |
| 2023-03-31 | $838k | 18k | 47.85 |
| 2022-12-31 | $973k | 22k | 44.81 |
| 2022-09-30 | $743k | 18k | 42.02 |
| 2022-06-30 | $1.5M | 35k | 44.20 |
| 2022-03-31 | $2.3M | 43k | 53.40 |
| 2021-12-31 | $2.4M | 21k | 113.01 |
| 2021-09-30 | $8.6M | 83k | 103.86 |
| 2021-06-30 | $2.2M | 21k | 104.26 |
| 2021-03-31 | $2.3M | 24k | 96.70 |
| 2020-12-31 | $7.5M | 83k | 90.65 |
| 2020-09-30 | $1.4M | 18k | 79.62 |