Schwab U S Broad Market ETF shares owned by Sierra Summit Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sierra Summit Advisors
from 13F filings
Historical chart of Sierra Summit Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sierra Summit Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $295k | 4.7k | 62.87 |
| 2024-03-31 | $357k | 5.8k | 61.05 |
| 2023-12-31 | $325k | 5.8k | 55.67 |