Schwab U S Broad Market ETF shares owned by Ethos Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ethos Financial Group
from 13F filings
Historical chart of Ethos Financial Group investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Schwab U S Broad Market ETF by Ethos Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $43M | 1.9M | 22.70 |
2024-09-30 | $39M | 589k | 66.52 |
2024-06-30 | $36M | 575k | 63.09 |
2024-03-31 | $34M | 557k | 61.18 |
2023-12-31 | $31M | 550k | 55.67 |
2023-09-30 | $23M | 463k | 49.95 |
2023-06-30 | $18M | 383k | 47.85 |
2023-03-31 | $18M | 383k | 47.85 |
2022-12-31 | $14M | 318k | 44.81 |