Schwab U S Broad Market ETF shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark 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 Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.7M | 197k | 23.83 |
| 2025-03-31 | $4.2M | 197k | 21.53 |
| 2024-12-31 | $4.5M | 200k | 22.70 |
| 2024-09-30 | $4.1M | 61k | 66.52 |
| 2024-06-30 | $3.6M | 58k | 62.87 |
| 2024-03-31 | $3.5M | 58k | 61.05 |
| 2023-12-31 | $2.9M | 53k | 55.67 |
| 2023-09-30 | $2.3M | 47k | 49.85 |
| 2023-06-30 | $2.4M | 46k | 51.70 |
| 2023-03-31 | $2.2M | 46k | 48.09 |
| 2022-12-31 | $2.1M | 46k | 44.81 |
| 2022-09-30 | $1.5M | 36k | 41.98 |
| 2022-06-30 | $1.6M | 36k | 44.20 |
| 2022-03-31 | $1.9M | 36k | 53.39 |
| 2021-12-31 | $2.0M | 18k | 113.00 |
| 2021-09-30 | $1.8M | 17k | 103.88 |
| 2021-06-30 | $1.8M | 17k | 104.29 |
| 2021-03-31 | $1.7M | 17k | 96.73 |
| 2020-12-31 | $1.6M | 17k | 90.98 |
| 2020-09-30 | $1.4M | 17k | 79.65 |
| 2020-06-30 | $1.3M | 17k | 73.50 |
| 2020-03-31 | $1.0M | 17k | 60.42 |
| 2019-12-31 | $1.3M | 17k | 76.86 |
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