Schwab U S Broad Market ETF shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.0M | 121k | 25.10 |
| 2025-12-31 | $3.0M | 116k | 26.23 |
| 2025-09-30 | $2.7M | 104k | 25.71 |
| 2025-06-30 | $2.2M | 94k | 23.82 |
| 2025-03-31 | $2.2M | 101k | 21.61 |
| 2024-12-31 | $1.9M | 85k | 22.70 |