Schwab U S Broad Market ETF shares owned by Facet Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Facet Wealth
from 13F filings
Historical chart of Facet Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Facet Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 1.0M | 25.71 |
| 2025-06-30 | $25M | 1.0M | 24.37 |
| 2025-03-31 | $23M | 1.1M | 21.70 |
| 2024-12-31 | $1.6M | 68k | 23.32 |
| 2024-09-30 | $1.3M | 59k | 22.11 |
| 2024-06-30 | $1.1M | 18k | 63.09 |
| 2024-03-31 | $897k | 15k | 60.15 |
| 2023-12-31 | $1.3M | 23k | 57.45 |
| 2023-09-30 | $1.1M | 23k | 48.50 |
| 2023-06-30 | $1.3M | 26k | 52.66 |
| 2023-03-31 | $1.2M | 24k | 47.85 |
| 2022-12-31 | $1.2M | 24k | 48.03 |
| 2022-09-30 | $4.2M | 94k | 44.63 |
| 2022-06-30 | $4.5M | 103k | 44.19 |
| 2022-03-31 | $5.2M | 97k | 53.39 |
| 2021-12-31 | $5.5M | 49k | 113.00 |
| 2021-09-30 | $5.2M | 51k | 103.86 |
| 2021-06-30 | $5.4M | 52k | 104.28 |
| 2021-03-31 | $6.1M | 63k | 96.71 |
| 2020-12-31 | $5.5M | 61k | 90.99 |