Schwab U S Broad Market ETF shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by DHJJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 123k | 25.71 |
| 2025-06-30 | $2.8M | 118k | 23.83 |
| 2025-03-31 | $2.7M | 125k | 21.53 |
| 2024-12-31 | $3.0M | 133k | 22.70 |
| 2024-09-30 | $3.0M | 44k | 66.52 |
| 2024-06-30 | $2.8M | 45k | 62.87 |
| 2024-03-31 | $2.8M | 46k | 61.05 |
| 2023-12-31 | $2.5M | 45k | 55.67 |
| 2023-09-30 | $2.4M | 47k | 49.85 |
| 2023-06-30 | $2.5M | 48k | 51.70 |
| 2023-03-31 | $2.3M | 47k | 47.85 |
| 2022-12-31 | $2.1M | 48k | 44.74 |
| 2022-09-30 | $2.3M | 54k | 42.09 |
| 2022-06-30 | $2.5M | 58k | 44.19 |
| 2022-03-31 | $3.0M | 56k | 53.57 |
| 2021-12-31 | $2.8M | 25k | 113.02 |
| 2021-09-30 | $2.5M | 24k | 103.86 |
| 2021-06-30 | $2.4M | 23k | 104.29 |
| 2021-03-31 | $2.1M | 22k | 96.70 |
| 2020-12-31 | $2.0M | 22k | 90.97 |