Schwab U S Broad Market ETF shares owned by Asset Allocation & Management Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Asset Allocation & Management Company
from 13F filings
Historical chart of Asset Allocation & Management Company investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Asset Allocation & Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 231k | 25.71 |
| 2025-06-30 | $5.5M | 231k | 23.83 |
| 2025-03-31 | $3.7M | 170k | 21.53 |
| 2024-12-31 | $954k | 42k | 22.70 |
| 2024-09-30 | $450k | 6.8k | 66.57 |
| 2024-06-30 | $425k | 6.8k | 62.87 |
| 2024-03-31 | $413k | 6.8k | 61.09 |
More positions owned by Asset Allocation & Management Company
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