Schwab U S Broad Market ETF shares owned by TCG Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by TCG Advisory Services
from 13F filings
Historical chart of TCG Advisory Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by TCG Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 80k | 25.71 |
| 2025-06-30 | $1.9M | 80k | 23.83 |
| 2025-03-31 | $1.7M | 78k | 21.53 |
| 2024-12-31 | $1.7M | 74k | 22.70 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $1.0M | 16k | 62.87 |
| 2024-03-31 | $1.0M | 16k | 61.05 |
| 2022-09-30 | $237k | 5.6k | 41.96 |
| 2022-06-30 | $265k | 6.0k | 44.21 |
| 2022-03-31 | $320k | 6.0k | 53.42 |
| 2021-12-31 | $338k | 3.0k | 112.85 |
| 2021-09-30 | $300k | 2.9k | 103.70 |
| 2021-06-30 | $350k | 3.4k | 104.38 |
| 2021-03-31 | $283k | 2.9k | 96.65 |
| 2020-12-31 | $229k | 2.9k | 79.62 |