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
Download as csvQuarterly 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 |