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Schwab U S Broad Market ETF shares owned by Signature Estate and Investment Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Signature Estate and Investment Advisors from 13F filings

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $693k 26k 26.23
2025-09-30 $629k 25k 25.71
2025-06-30 $580k 24k 23.83
2025-03-31 $920k 43k 21.53
2024-12-31 $932k 41k 22.70
2024-09-30 $736k 11k 66.52
2024-06-30 $693k 11k 62.87
2016-12-31 $171k 3.2k 54.13
2016-09-30 $164k 3.1k 52.25
2016-06-30 $157k 3.1k 50.19
2016-03-31 $153k 3.1k 49.15
2015-12-31 $152k 3.1k 49.08
2015-09-30 $144k 3.1k 46.50
2015-06-30 $156k 3.1k 50.37
2014-12-31 $233k 4.7k 49.87