Schwab U S Broad Market ETF shares owned by Abacus Planning Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Abacus Planning Group
from 13F filings
Historical chart of Abacus Planning Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Abacus Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 86k | 25.71 |
| 2025-06-30 | $2.1M | 87k | 23.83 |
| 2025-03-31 | $860k | 40k | 21.53 |
| 2024-12-31 | $719k | 32k | 22.70 |
| 2024-09-30 | $690k | 10k | 66.52 |
| 2024-06-30 | $651k | 10k | 62.87 |
| 2024-03-31 | $647k | 11k | 61.05 |
| 2023-12-31 | $527k | 9.5k | 55.67 |
| 2023-09-30 | $463k | 9.3k | 49.85 |
| 2023-06-30 | $470k | 9.1k | 51.70 |
| 2023-03-31 | $434k | 9.1k | 47.85 |
| 2022-12-31 | $347k | 7.7k | 44.81 |