Schwab U S Broad Market ETF shares owned by Wiser Advisor Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wiser Advisor Group
from 13F filings
Historical chart of Wiser Advisor Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 1.1k | 25.72 |
| 2025-03-31 | $25k | 1.2k | 21.54 |
| 2024-12-31 | $27k | 1.2k | 22.71 |
| 2024-09-30 | $26k | 391 | 66.51 |
| 2024-06-30 | $24k | 389 | 62.84 |
| 2024-03-31 | $24k | 387 | 61.05 |