Schwab U S Broad Market ETF shares owned by United Asset Strategies
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 17k | 25.71 |
| 2025-06-30 | $399k | 17k | 23.83 |
| 2025-03-31 | $388k | 18k | 21.53 |
| 2024-12-31 | $409k | 18k | 22.70 |
| 2024-09-30 | $399k | 6.0k | 66.52 |
| 2024-06-30 | $377k | 6.0k | 62.87 |
| 2024-03-31 | $366k | 6.0k | 61.05 |
| 2023-12-31 | $334k | 6.0k | 55.67 |
| 2023-09-30 | $299k | 6.0k | 49.85 |
| 2023-06-30 | $310k | 6.0k | 51.70 |
| 2023-03-31 | $287k | 6.0k | 47.85 |
| 2022-12-31 | $269k | 6.0k | 44.81 |
| 2022-09-30 | $252k | 6.0k | 42.00 |
| 2022-06-30 | $265k | 6.0k | 44.17 |
| 2022-03-31 | $320k | 6.0k | 53.33 |
| 2021-12-31 | $339k | 3.0k | 113.00 |