Schwab U S Broad Market ETF shares owned by BFC Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.5M | 120k | 28.96 |
| 2026-03-31 | $3.0M | 119k | 25.10 |
| 2025-12-31 | $3.2M | 124k | 26.23 |
| 2025-09-30 | $3.2M | 124k | 25.71 |
| 2025-06-30 | $2.7M | 115k | 23.83 |
| 2025-03-31 | $2.2M | 103k | 21.53 |
| 2024-12-31 | $2.4M | 105k | 22.70 |