Schwab U S Broad Market ETF shares owned by Round Rock Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Round Rock Advisors
from 13F filings
Historical chart of Round Rock Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Round Rock 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 Round Rock Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 9.1k | 25.71 |
| 2025-06-30 | $217k | 9.1k | 23.83 |
| 2024-12-31 | $207k | 9.1k | 22.70 |
| 2024-09-30 | $201k | 3.0k | 66.51 |