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Schwab U S Broad Market ETF shares owned by Muirfield Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Muirfield Wealth Advisors from 13F filings

Historical chart of Muirfield Wealth Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Muirfield Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $803k 31k 25.71
2025-06-30 $743k 31k 23.83
2025-03-31 $879k 41k 21.53
2024-12-31 $941k 42k 22.70
2024-09-30 $915k 14k 66.52
2024-06-30 $859k 14k 62.87
2024-03-31 $851k 14k 61.05
2023-12-31 $811k 15k 55.67