Schwab U S Broad Market ETF shares owned by Ehrlich Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ehrlich Financial Group
from 13F filings
Historical chart of Ehrlich Financial Group investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Ehrlich Financial Group 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 Ehrlich Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $329k | 15k | 21.53 |
| 2024-12-31 | $353k | 16k | 22.70 |
| 2024-09-30 | $290k | 4.4k | 66.52 |
| 2024-06-30 | $274k | 4.4k | 62.87 |
| 2024-03-31 | $257k | 4.2k | 61.05 |