Schwab U S Broad Market ETF shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Winthrop Advisory Group 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 Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 2.3M | 25.71 |
| 2025-06-30 | $55M | 2.3M | 23.83 |
| 2025-03-31 | $31M | 1.4M | 21.53 |
| 2024-12-31 | $34M | 1.5M | 22.70 |
| 2024-09-30 | $27M | 399k | 66.52 |
| 2024-06-30 | $25M | 397k | 62.87 |
| 2024-03-31 | $24M | 392k | 61.05 |
| 2023-12-31 | $22M | 388k | 55.67 |
| 2023-09-30 | $19M | 373k | 49.85 |
| 2023-06-30 | $19M | 366k | 51.70 |
| 2023-03-31 | $17M | 358k | 47.85 |
| 2022-12-31 | $16M | 363k | 44.81 |
| 2022-09-30 | $15M | 350k | 41.99 |
| 2022-06-30 | $15M | 345k | 44.19 |