Schwab U S Broad Market ETF shares owned by Financial Designs Corp
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Financial Designs Corp
from 13F filings
Historical chart of Financial Designs Corp investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Financial Designs Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 123k | 26.28 |
| 2025-06-30 | $3.1M | 132k | 23.83 |
| 2025-03-31 | $2.8M | 132k | 21.53 |
| 2024-12-31 | $2.9M | 127k | 22.70 |
| 2024-09-30 | $2.9M | 44k | 66.52 |
| 2024-06-30 | $2.9M | 47k | 62.87 |
| 2024-03-31 | $2.9M | 47k | 61.05 |
| 2023-09-30 | $6.1M | 122k | 49.85 |
| 2023-06-30 | $6.4M | 123k | 51.70 |
| 2023-03-31 | $3.8M | 80k | 47.85 |
| 2022-12-31 | $2.8M | 62k | 44.81 |