Schwab U S Broad Market ETF shares owned by Warm Springs Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Warm Springs Advisors
from 13F filings
Historical chart of Warm Springs Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Warm Springs 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 Warm Springs Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $424k | 16k | 26.23 |
| 2025-09-30 | $1.3M | 52k | 25.71 |