Schwab U S Broad Market ETF shares owned by Disciplined Investors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Disciplined Investors
from 13F filings
Historical chart of Disciplined Investors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Disciplined Investors 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 Disciplined Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 335k | 25.71 |
| 2025-06-30 | $7.9M | 332k | 23.83 |
| 2025-03-31 | $7.2M | 333k | 21.53 |
| 2024-12-31 | $7.6M | 337k | 22.54 |