Schwab U S Broad Market ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 170k | 66.52 |
| 2024-06-30 | $3.9M | 62k | 62.87 |
| 2024-03-31 | $3.8M | 62k | 61.05 |
| 2023-12-31 | $3.5M | 63k | 55.67 |
| 2023-09-30 | $995k | 20k | 49.85 |
| 2023-06-30 | $854k | 17k | 51.70 |
| 2023-03-31 | $839k | 18k | 47.85 |
| 2022-06-30 | $238k | 5.4k | 44.26 |
| 2021-09-30 | $575k | 5.5k | 103.85 |