Schwab U S Broad Market ETF shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 46k | 25.71 |
| 2025-06-30 | $950k | 40k | 23.83 |
| 2025-03-31 | $762k | 35k | 21.53 |
| 2024-12-31 | $1.0M | 46k | 22.70 |
| 2024-09-30 | $773k | 12k | 66.52 |
| 2024-06-30 | $742k | 12k | 62.87 |
| 2024-03-31 | $699k | 12k | 61.05 |
| 2023-12-31 | $529k | 9.5k | 55.67 |
| 2023-09-30 | $284k | 5.7k | 49.85 |
| 2023-06-30 | $273k | 5.3k | 51.70 |