Schwab U S Broad Market ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Summit Trail 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 Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 211k | 25.71 |
| 2025-06-30 | $5.1M | 213k | 23.83 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $1.0M | 17k | 63.07 |
| 2024-03-31 | $1.0M | 17k | 61.05 |