Schwab U S Broad Market ETF shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative 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 Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 45k | 25.71 |
| 2025-06-30 | $1.0M | 44k | 23.83 |
| 2025-03-31 | $732k | 34k | 21.53 |
| 2024-12-31 | $746k | 33k | 22.70 |
| 2024-09-30 | $490k | 7.4k | 66.52 |
| 2024-06-30 | $444k | 7.1k | 62.87 |
More positions owned by Prevail Innovative Wealth Advisors
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