Schwab U S Broad Market ETF shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 56k | 25.71 |
| 2025-06-30 | $1.3M | 56k | 23.83 |
| 2025-03-31 | $1.2M | 56k | 21.53 |
| 2024-12-31 | $1.3M | 56k | 22.70 |
| 2024-09-30 | $1.2M | 19k | 66.52 |
| 2024-06-30 | $1.2M | 19k | 62.87 |
| 2024-03-31 | $1.1M | 19k | 61.05 |
| 2023-12-31 | $1.0M | 19k | 55.67 |
| 2023-09-30 | $932k | 19k | 49.85 |
| 2023-06-30 | $970k | 19k | 51.70 |
| 2023-03-31 | $898k | 19k | 47.85 |
| 2022-12-31 | $839k | 19k | 44.81 |
| 2022-09-30 | $786k | 19k | 42.01 |
| 2022-06-30 | $827k | 19k | 44.20 |
| 2022-03-31 | $998k | 19k | 53.38 |
| 2021-12-31 | $1.1M | 9.3k | 112.97 |
| 2021-09-30 | $971k | 9.3k | 103.87 |
| 2021-06-30 | $1.0M | 9.9k | 104.27 |
| 2021-03-31 | $955k | 9.9k | 96.68 |
| 2020-12-31 | $947k | 10k | 91.03 |
| 2020-09-30 | $828k | 10k | 79.59 |
| 2020-06-30 | $989k | 14k | 73.48 |
| 2020-03-31 | $813k | 14k | 60.40 |
| 2019-12-31 | $1.0M | 14k | 76.89 |
| 2019-09-30 | $956k | 14k | 71.03 |
| 2019-06-30 | $949k | 14k | 70.51 |
| 2019-03-31 | $916k | 14k | 68.05 |
| 2018-12-31 | $978k | 16k | 59.93 |