Schwab U S Broad Market ETF shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $706k | 27k | 26.23 |
| 2025-09-30 | $686k | 27k | 25.71 |
| 2025-06-30 | $573k | 24k | 23.83 |
| 2025-03-31 | $513k | 24k | 21.53 |
| 2024-12-31 | $550k | 24k | 22.70 |
| 2024-09-30 | $532k | 8.0k | 66.52 |
| 2024-06-30 | $497k | 7.9k | 62.87 |
| 2024-03-31 | $486k | 8.0k | 61.05 |
| 2023-12-31 | $439k | 7.9k | 55.67 |
| 2023-09-30 | $388k | 7.8k | 49.85 |
| 2023-06-30 | $364k | 7.6k | 47.85 |
| 2023-03-31 | $417k | 8.7k | 47.85 |
| 2022-12-31 | $382k | 8.5k | 44.81 |
| 2022-09-30 | $367k | 8.5k | 43.09 |
| 2022-06-30 | $371k | 8.4k | 44.00 |
| 2022-03-31 | $450k | 8.4k | 53.37 |
| 2021-12-31 | $474k | 4.2k | 113.51 |
| 2021-09-30 | $432k | 4.2k | 103.85 |
| 2021-06-30 | $433k | 4.2k | 104.16 |
| 2021-03-31 | $398k | 4.1k | 96.79 |
| 2020-12-31 | $374k | 4.1k | 91.11 |