Schwab U S Broad Market ETF shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $714k | 28k | 25.71 |
| 2025-06-30 | $637k | 27k | 23.83 |
| 2025-03-31 | $209k | 9.7k | 21.53 |
| 2024-12-31 | $219k | 9.6k | 22.70 |
| 2024-09-30 | $265k | 4.0k | 66.51 |
| 2024-06-30 | $332k | 5.3k | 62.87 |
| 2024-03-31 | $327k | 5.3k | 61.05 |
| 2023-12-31 | $243k | 4.4k | 55.67 |
| 2023-09-30 | $154k | 3.1k | 49.84 |
| 2023-06-30 | $161k | 3.1k | 51.69 |
| 2023-03-31 | $172k | 3.6k | 47.85 |
| 2022-12-31 | $127k | 2.8k | 44.80 |
| 2022-09-30 | $118k | 2.8k | 41.99 |
| 2022-06-30 | $1.9M | 42k | 44.19 |
| 2022-03-31 | $141k | 2.6k | 53.39 |
| 2021-12-31 | $123k | 1.1k | 112.97 |