Schwab U S Broad Market ETF shares owned by Valicenti Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Valicenti Advisory Services
from 13F filings
Historical chart of Valicenti 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 Valicenti Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 556k | 25.71 |
| 2025-06-30 | $14M | 596k | 23.83 |
| 2025-03-31 | $13M | 595k | 21.53 |
| 2024-12-31 | $13M | 569k | 22.70 |
| 2024-09-30 | $13M | 191k | 66.52 |
| 2024-06-30 | $12M | 187k | 62.87 |
| 2024-03-31 | $11M | 187k | 61.05 |
| 2023-12-31 | $10M | 188k | 55.67 |
| 2023-09-30 | $9.4M | 188k | 49.85 |
| 2023-06-30 | $12M | 224k | 51.70 |
| 2023-03-31 | $6.1M | 129k | 47.85 |
| 2022-12-31 | $5.1M | 113k | 44.81 |
| 2022-09-30 | $4.7M | 113k | 41.99 |
| 2022-06-30 | $5.1M | 115k | 44.19 |
| 2022-03-31 | $5.9M | 111k | 53.39 |
| 2021-12-31 | $5.6M | 49k | 113.01 |
More positions owned by Valicenti Advisory Services
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