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
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 2.1M | 25.71 |
| 2025-06-30 | $49M | 2.1M | 23.83 |
| 2025-03-31 | $42M | 1.9M | 22.69 |
| 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 |