Schwab U S Broad Market ETF shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 9.0k | 25.71 |
| 2025-06-30 | $215k | 9.0k | 23.83 |
| 2022-06-30 | $133k | 3.0k | 44.20 |
| 2022-03-31 | $161k | 3.0k | 53.51 |
| 2021-12-31 | $170k | 1.5k | 113.03 |
| 2021-09-30 | $156k | 1.5k | 103.72 |
| 2021-06-30 | $157k | 1.5k | 104.39 |
| 2021-03-31 | $145k | 1.5k | 96.41 |
| 2020-12-31 | $137k | 1.5k | 91.15 |
| 2020-09-30 | $120k | 1.5k | 79.84 |
| 2020-06-30 | $110k | 1.5k | 73.24 |
| 2020-03-31 | $90k | 1.5k | 59.92 |
| 2019-12-31 | $123k | 1.6k | 76.83 |
| 2019-09-30 | $114k | 1.6k | 71.21 |
| 2019-06-30 | $113k | 1.6k | 70.58 |
| 2019-03-31 | $109k | 1.6k | 68.08 |
| 2018-12-31 | $88k | 1.5k | 59.86 |
| 2018-09-30 | $82k | 1.2k | 70.09 |
| 2018-06-30 | $77k | 1.2k | 65.87 |
| 2018-03-31 | $75k | 1.2k | 64.10 |
| 2017-12-31 | $75k | 1.2k | 64.16 |
| 2017-09-30 | $71k | 1.2k | 60.74 |
| 2017-06-30 | $68k | 1.2k | 58.17 |
| 2017-03-31 | $67k | 1.2k | 57.36 |
| 2016-12-31 | $30k | 550 | 54.55 |
More positions owned by Sterling Investment Advisors
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