Schwab U S Broad Market ETF shares owned by Black Diamond Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Black Diamond Financial
from 13F filings
Historical chart of Black Diamond Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Black Diamond Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 20k | 25.71 |
| 2025-06-30 | $470k | 20k | 23.83 |
| 2025-03-31 | $421k | 20k | 21.53 |
| 2024-12-31 | $411k | 18k | 22.70 |
| 2024-09-30 | $373k | 5.6k | 66.53 |
| 2024-06-30 | $396k | 6.3k | 62.88 |
| 2024-03-31 | $322k | 5.8k | 55.67 |
| 2023-12-31 | $322k | 5.8k | 55.67 |
| 2023-09-30 | $287k | 5.7k | 49.85 |
| 2023-06-30 | $295k | 5.7k | 51.70 |
| 2023-03-31 | $257k | 5.4k | 47.85 |
| 2022-12-31 | $239k | 5.3k | 44.81 |
| 2022-09-30 | $223k | 5.3k | 41.92 |
| 2022-06-30 | $232k | 5.2k | 44.24 |
| 2022-03-31 | $276k | 5.2k | 53.48 |
| 2021-12-31 | $280k | 2.5k | 112.86 |
| 2021-09-30 | $256k | 2.5k | 103.69 |
| 2021-06-30 | $257k | 2.5k | 104.22 |
| 2021-03-31 | $238k | 2.5k | 96.63 |
| 2020-12-31 | $220k | 2.4k | 91.21 |