Schwab U S Broad Market ETF shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Triad Financial 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 Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $225k | 4.5k | 49.85 |
| 2023-06-30 | $233k | 4.5k | 51.70 |
| 2023-03-31 | $216k | 4.5k | 47.85 |
| 2022-12-31 | $202k | 4.5k | 44.81 |
| 2022-03-31 | $241k | 4.5k | 53.44 |
| 2021-12-31 | $255k | 2.3k | 113.08 |