Schwab U S Broad Market ETF shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $207k | 7.9k | 26.23 |
| 2023-03-31 | $36k | 754 | 47.85 |
| 2022-12-31 | $75k | 1.7k | 44.81 |
| 2022-09-30 | $18k | 424 | 42.45 |
| 2022-06-30 | $19k | 425 | 44.71 |
| 2022-03-31 | $23k | 429 | 53.61 |
| 2021-12-31 | $25k | 219 | 114.16 |
| 2021-09-30 | $23k | 224 | 102.68 |
| 2021-06-30 | $23k | 224 | 102.68 |
| 2021-03-31 | $22k | 224 | 98.21 |
| 2020-12-31 | $55k | 607 | 90.61 |
| 2020-09-30 | $48k | 607 | 79.08 |
| 2020-06-30 | $147k | 2.0k | 73.43 |
| 2020-03-31 | $121k | 2.0k | 60.44 |
| 2019-12-31 | $160k | 2.1k | 76.89 |
| 2019-09-30 | $139k | 2.0k | 71.21 |
| 2019-06-30 | $138k | 2.0k | 70.70 |
| 2019-03-31 | $136k | 2.0k | 68.14 |
| 2018-12-31 | $380k | 6.3k | 59.86 |
| 2018-09-30 | $338k | 4.8k | 70.30 |
| 2018-06-30 | $316k | 4.8k | 65.89 |
| 2018-03-31 | $306k | 4.8k | 63.80 |
| 2017-12-31 | $296k | 4.6k | 64.43 |
| 2017-09-30 | $276k | 4.5k | 60.91 |
| 2017-06-30 | $265k | 4.5k | 58.41 |
| 2017-03-31 | $162k | 2.8k | 56.90 |
| 2016-12-31 | $162k | 3.0k | 54.11 |
| 2016-09-30 | $156k | 3.0k | 52.40 |
| 2016-06-30 | $155k | 3.1k | 50.34 |
| 2016-03-31 | $151k | 3.1k | 49.27 |
| 2015-12-31 | $150k | 3.1k | 49.16 |
| 2015-09-30 | $141k | 3.0k | 46.44 |
| 2015-06-30 | $139k | 2.8k | 50.14 |
| 2015-03-31 | $139k | 2.8k | 50.31 |
| 2014-12-31 | $125k | 2.5k | 49.64 |
| 2014-09-30 | $119k | 2.5k | 47.39 |
| 2014-06-30 | $119k | 2.5k | 47.54 |
| 2014-03-31 | $119k | 2.6k | 45.59 |
| 2013-12-31 | $88k | 2.0k | 45.13 |
| 2013-09-30 | $75k | 1.8k | 40.96 |
| 2013-06-30 | $40k | 1.0k | 39.18 |
| 2013-03-31 | $39k | 1.0k | 38.20 |