Schwab U S Broad Market ETF shares owned by Founders Financial Alliance
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Founders Financial Alliance
from 13F filings
Historical chart of Founders Financial Alliance investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Founders Financial Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 12k | 25.71 |
| 2025-06-30 | $283k | 12k | 23.83 |
| 2025-03-31 | $254k | 12k | 21.53 |
| 2024-12-31 | $252k | 11k | 22.70 |
| 2024-09-30 | $247k | 3.7k | 66.52 |
| 2024-06-30 | $234k | 3.7k | 62.87 |
| 2024-03-31 | $854 | 14 | 61.07 |
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