Schwab U S Broad Market ETF shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 2.9M | 25.71 |
| 2025-06-30 | $66M | 2.8M | 23.83 |
| 2025-03-31 | $59M | 2.7M | 21.53 |
| 2024-12-31 | $27M | 1.2M | 22.70 |
| 2024-09-30 | $25M | 374k | 66.52 |
| 2024-06-30 | $24M | 377k | 62.87 |
| 2024-03-31 | $22M | 352k | 61.05 |
| 2023-12-31 | $1.8M | 32k | 55.67 |
| 2023-09-30 | $350k | 7.0k | 49.85 |
| 2023-06-30 | $368k | 7.1k | 51.70 |
| 2023-03-31 | $251k | 5.3k | 47.85 |
| 2022-12-31 | $235k | 5.3k | 44.81 |
| 2022-09-30 | $217k | 5.2k | 42.03 |
More positions owned by Warren Averett Asset Management
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