Schwab U S Broad Market ETF shares owned by Disciplined Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Disciplined Investments
from 13F filings
Historical chart of Disciplined Investments investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Disciplined Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 62k | 25.71 |
| 2025-06-30 | $1.5M | 62k | 23.83 |
| 2025-03-31 | $1.3M | 62k | 21.53 |
| 2024-12-31 | $1.4M | 62k | 22.70 |
| 2024-09-30 | $1.4M | 21k | 66.52 |
| 2024-06-30 | $1.3M | 21k | 62.87 |
| 2024-03-31 | $1.3M | 21k | 61.05 |
| 2023-12-31 | $1.5M | 27k | 55.67 |
| 2023-09-30 | $1.4M | 27k | 49.85 |
| 2023-06-30 | $1.4M | 27k | 51.70 |
| 2023-03-31 | $1.3M | 27k | 47.85 |
| 2022-12-31 | $1.2M | 27k | 44.81 |
| 2022-09-30 | $1.1M | 27k | 41.99 |
| 2022-06-30 | $1.2M | 27k | 44.18 |
| 2022-03-31 | $1.4M | 27k | 53.39 |
| 2021-12-31 | $1.5M | 13k | 113.02 |
| 2021-09-30 | $1.4M | 13k | 103.86 |
| 2021-06-30 | $1.4M | 13k | 104.26 |
| 2021-03-31 | $1.3M | 13k | 96.68 |
| 2020-12-31 | $1.2M | 13k | 91.02 |
| 2020-09-30 | $1.0M | 13k | 79.61 |
| 2020-06-30 | $955k | 13k | 73.48 |
| 2020-03-31 | $782k | 13k | 60.40 |
| 2019-12-31 | $11k | 139 | 79.14 |