Schwab U S Broad Market ETF shares owned by BetterWealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BetterWealth
from 13F filings
Historical chart of BetterWealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by BetterWealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $238k | 9.5k | 25.10 |
| 2025-06-30 | $469k | 20k | 23.83 |
| 2025-03-31 | $424k | 20k | 21.53 |
| 2024-12-31 | $447k | 20k | 22.70 |
| 2024-09-30 | $437k | 6.6k | 66.52 |
| 2024-06-30 | $413k | 6.6k | 62.87 |
| 2024-03-31 | $437k | 7.2k | 61.05 |
| 2023-12-31 | $399k | 7.2k | 55.67 |
| 2023-09-30 | $357k | 7.2k | 49.85 |