Schwab U S Broad Market ETF shares owned by Elser Financial Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Elser Financial Planning
from 13F filings
Historical chart of Elser Financial Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Elser Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 105k | 25.83 |
| 2025-06-30 | $2.6M | 108k | 23.83 |
| 2025-03-31 | $2.3M | 105k | 21.53 |
| 2024-12-31 | $2.4M | 105k | 22.70 |
| 2024-09-30 | $2.5M | 37k | 66.52 |
| 2024-06-30 | $2.5M | 39k | 62.87 |