Schwab U S Broad Market ETF shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 67k | 25.71 |
| 2025-06-30 | $1.6M | 67k | 23.97 |
| 2025-03-31 | $1.4M | 64k | 21.53 |
| 2024-12-31 | $1.6M | 69k | 22.97 |
| 2024-09-30 | $1.5M | 23k | 66.52 |
| 2024-06-30 | $1.0M | 16k | 62.87 |
| 2024-03-31 | $987k | 16k | 61.05 |
| 2023-12-31 | $812k | 15k | 55.67 |
| 2023-09-30 | $727k | 15k | 49.85 |
| 2023-06-30 | $755k | 15k | 51.77 |
| 2023-03-31 | $698k | 15k | 47.85 |
| 2022-12-31 | $519k | 12k | 44.81 |
| 2022-09-30 | $486k | 12k | 41.97 |