Schwab U S Broad Market ETF shares owned by Financial Consulate
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 120k | 25.71 |
| 2025-06-30 | $2.8M | 117k | 23.83 |
| 2025-03-31 | $2.6M | 122k | 21.53 |
| 2024-12-31 | $2.8M | 122k | 22.70 |
| 2024-09-30 | $2.7M | 40k | 66.52 |
| 2024-06-30 | $2.5M | 40k | 62.87 |
| 2024-03-31 | $2.6M | 42k | 61.05 |
| 2023-12-31 | $2.6M | 47k | 55.67 |
| 2023-09-30 | $2.6M | 52k | 49.85 |
| 2023-06-30 | $2.9M | 57k | 51.70 |
| 2023-03-31 | $2.9M | 61k | 47.85 |
| 2022-12-31 | $2.9M | 66k | 44.81 |
| 2022-09-30 | $2.8M | 68k | 41.99 |
| 2022-06-30 | $3.1M | 70k | 44.19 |
| 2022-03-31 | $3.8M | 71k | 53.39 |
| 2021-12-31 | $4.1M | 36k | 113.02 |
| 2021-09-30 | $3.9M | 38k | 103.87 |
| 2021-06-30 | $4.1M | 39k | 104.26 |
| 2021-03-31 | $3.8M | 39k | 96.71 |
| 2020-12-31 | $3.6M | 39k | 90.99 |
| 2020-09-30 | $3.2M | 40k | 79.63 |
| 2020-06-30 | $2.9M | 40k | 73.46 |
| 2020-03-31 | $2.3M | 38k | 60.42 |
| 2019-12-31 | $2.9M | 38k | 76.89 |
| 2019-09-30 | $2.7M | 38k | 71.01 |
| 2019-06-30 | $2.7M | 38k | 70.53 |
| 2019-03-31 | $13M | 185k | 68.05 |
| 2018-12-31 | $11M | 177k | 59.93 |
| 2018-09-30 | $12M | 177k | 70.39 |
| 2018-06-30 | $17M | 262k | 65.99 |
| 2018-03-31 | $17M | 265k | 63.79 |
| 2017-12-31 | $17M | 262k | 64.52 |
| 2017-09-30 | $16M | 264k | 60.91 |
| 2017-06-30 | $15M | 261k | 58.46 |
| 2017-03-31 | $13M | 230k | 57.06 |
| 2016-12-31 | $12M | 219k | 54.18 |
| 2016-09-30 | $15M | 295k | 52.32 |
| 2016-06-30 | $22M | 440k | 50.30 |
| 2016-03-31 | $22M | 442k | 49.28 |
| 2015-12-31 | $22M | 438k | 49.04 |
| 2015-09-30 | $9.2M | 198k | 46.38 |
| 2015-06-30 | $6.7M | 133k | 50.23 |
| 2015-03-31 | $6.6M | 132k | 50.48 |
| 2014-12-31 | $3.4M | 68k | 49.82 |