Schwab U S Broad Market ETF shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart 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 Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 452k | 25.71 |
| 2025-06-30 | $11M | 464k | 23.83 |
| 2025-03-31 | $9.8M | 457k | 21.53 |
| 2024-12-31 | $10M | 458k | 22.70 |
| 2024-09-30 | $11M | 162k | 66.52 |
| 2024-06-30 | $10M | 163k | 62.87 |
| 2024-03-31 | $10M | 164k | 61.05 |
| 2023-12-31 | $9.2M | 165k | 55.67 |
| 2023-09-30 | $8.3M | 167k | 49.85 |
| 2023-06-30 | $8.8M | 175k | 50.46 |
| 2023-03-31 | $8.7M | 182k | 47.85 |
| 2022-12-31 | $8.0M | 178k | 44.73 |
| 2022-09-30 | $7.4M | 176k | 41.99 |
| 2022-06-30 | $9.3M | 211k | 44.19 |
| 2022-03-31 | $9.2M | 172k | 53.39 |
| 2021-12-31 | $9.6M | 85k | 113.02 |
| 2021-09-30 | $8.7M | 84k | 103.86 |
| 2021-06-30 | $8.8M | 85k | 104.26 |
| 2021-03-31 | $8.3M | 86k | 96.71 |
| 2020-12-31 | $8.1M | 89k | 91.00 |