Schwab U S Broad Market ETF shares owned by Us Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Us Financial Advisors
from 13F filings
Historical chart of Us Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Us Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $225k | 10k | 21.53 |
| 2024-12-31 | $237k | 10k | 22.70 |
| 2024-09-30 | $231k | 3.5k | 66.52 |
| 2024-06-30 | $219k | 3.5k | 62.87 |
| 2024-03-31 | $212k | 3.5k | 61.05 |
| 2021-03-31 | $5.2M | 54k | 96.71 |
| 2020-12-31 | $4.5M | 49k | 90.98 |