Schwab U S Broad Market ETF shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford 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 Waterford 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 Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 23k | 25.71 |
| 2025-06-30 | $547k | 139k | 3.93 |
| 2025-03-31 | $494k | 23k | 21.53 |
| 2024-12-31 | $521k | 23k | 22.70 |
| 2024-09-30 | $509k | 7.6k | 66.52 |
| 2024-06-30 | $481k | 7.6k | 62.87 |
| 2024-03-31 | $467k | 7.6k | 61.05 |
| 2023-09-30 | $402k | 8.1k | 49.85 |
| 2023-06-30 | $417k | 8.1k | 51.73 |
| 2023-03-31 | $386k | 8.1k | 47.88 |
| 2022-12-31 | $363k | 8.1k | 44.86 |