Schwab U S Broad Market ETF shares owned by Able Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Able Wealth Management
from 13F filings
Historical chart of Able Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Able Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $392k | 15k | 26.23 |
| 2025-09-30 | $384k | 15k | 25.71 |
| 2025-06-30 | $356k | 15k | 23.83 |
| 2025-03-31 | $321k | 15k | 21.53 |
| 2024-12-31 | $339k | 15k | 22.70 |
| 2024-09-30 | $331k | 5.0k | 66.53 |
| 2024-06-30 | $313k | 5.0k | 62.88 |
| 2024-03-31 | $304k | 5.0k | 61.06 |
| 2023-12-31 | $290k | 5.2k | 55.67 |