Schwab U S Broad Market ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $766k | 31k | 25.10 |
| 2025-12-31 | $881k | 34k | 26.23 |
| 2025-09-30 | $811k | 32k | 25.71 |
| 2025-06-30 | $751k | 32k | 23.83 |
| 2025-03-31 | $650k | 30k | 21.53 |
| 2024-12-31 | $465k | 21k | 22.70 |
| 2024-09-30 | $443k | 6.7k | 66.52 |
| 2024-06-30 | $412k | 6.6k | 62.87 |
| 2024-03-31 | $357k | 5.9k | 61.05 |
| 2023-12-31 | $326k | 5.9k | 55.67 |
| 2023-09-30 | $292k | 5.8k | 49.85 |
| 2023-06-30 | $333k | 6.4k | 51.70 |
| 2023-03-31 | $327k | 6.8k | 47.85 |
| 2022-12-31 | $399k | 8.9k | 44.81 |
| 2022-09-30 | $319k | 7.6k | 42.05 |
| 2022-06-30 | $335k | 7.6k | 44.16 |
| 2022-03-31 | $476k | 8.9k | 53.39 |
| 2021-12-31 | $513k | 4.5k | 112.92 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management