Schwab U S Broad Market ETF shares owned by Redmont Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Redmont Wealth Advisors
from 13F filings
Historical chart of Redmont 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 Redmont Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510 | 20 | 25.50 |
| 2025-06-30 | $472 | 20 | 23.60 |
| 2025-03-31 | $425 | 20 | 21.25 |
| 2024-09-30 | $439 | 7 | 62.71 |
| 2024-06-30 | $413 | 7 | 59.00 |
| 2024-03-31 | $400 | 7 | 57.29 |
| 2022-12-31 | $448k | 10k | 44.81 |
| 2022-09-30 | $420k | 10k | 41.97 |
| 2022-06-30 | $530k | 12k | 44.17 |
| 2022-03-31 | $641k | 12k | 53.42 |
| 2021-12-31 | $678k | 6.0k | 113.00 |