Schwab U S Broad Market ETF shares owned by RIA Advisory Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by RIA Advisory Group
from 13F filings
Historical chart of RIA Advisory Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by RIA Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 22k | 25.71 |
| 2025-06-30 | $518k | 22k | 23.83 |
| 2025-03-31 | $513k | 24k | 21.53 |
| 2024-12-31 | $536k | 24k | 22.70 |
| 2024-09-30 | $567k | 8.5k | 66.52 |
| 2024-03-31 | $495k | 8.1k | 61.05 |
| 2023-09-30 | $284k | 5.7k | 49.85 |
| 2023-06-30 | $264k | 5.1k | 51.70 |
| 2023-03-31 | $244k | 5.1k | 47.85 |