Schwab U S Broad Market ETF shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $295k | 12k | 25.71 |
| 2025-06-30 | $273k | 12k | 23.83 |
| 2025-03-31 | $247k | 12k | 21.53 |
| 2024-12-31 | $260k | 12k | 22.70 |
| 2024-09-30 | $254k | 3.8k | 66.51 |
| 2024-06-30 | $246k | 3.9k | 62.86 |
| 2024-03-31 | $239k | 3.9k | 61.04 |
| 2023-12-31 | $261k | 4.7k | 55.66 |
More positions owned by Market Street Wealth Management Advisors
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