Schwab U S Broad Market ETF shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 502k | 25.71 |
| 2025-06-30 | $12M | 516k | 23.83 |
| 2025-03-31 | $11M | 506k | 21.53 |
| 2024-12-31 | $11M | 481k | 22.70 |
| 2024-09-30 | $10M | 150k | 66.52 |
| 2024-06-30 | $9.5M | 151k | 62.87 |
| 2024-03-31 | $8.7M | 143k | 61.05 |
| 2023-12-31 | $8.0M | 143k | 55.67 |
| 2023-09-30 | $7.4M | 149k | 49.85 |
| 2023-06-30 | $9.8M | 148k | 66.51 |
| 2023-03-31 | $11M | 157k | 66.51 |
| 2022-12-31 | $11M | 167k | 66.58 |
| 2022-09-30 | $11M | 168k | 66.58 |
| 2022-06-30 | $147k | 2.2k | 66.61 |
| 2022-03-31 | $5.4M | 81k | 66.64 |
| 2021-12-31 | $8.8M | 78k | 113.12 |
| 2021-09-30 | $7.8M | 75k | 103.88 |
| 2021-06-30 | $7.8M | 75k | 104.16 |
| 2021-03-31 | $6.6M | 69k | 96.60 |
| 2020-12-31 | $8.6M | 95k | 90.91 |
| 2020-09-30 | $7.7M | 97k | 79.68 |
| 2020-06-30 | $7.5M | 103k | 72.41 |
| 2020-03-31 | $7.3M | 118k | 61.39 |
| 2019-12-31 | $9.3M | 120k | 77.17 |
| 2019-09-30 | $9.4M | 133k | 70.64 |
| 2019-03-31 | $0 | 2 | 0.00 |
| 2018-12-31 | $8.2M | 137k | 59.40 |
| 2018-09-30 | $16M | 220k | 70.39 |
| 2018-06-30 | $15M | 226k | 65.99 |
| 2018-03-31 | $18M | 275k | 64.52 |
| 2017-12-31 | $18M | 275k | 64.52 |
| 2017-09-30 | $16M | 261k | 60.91 |
| 2017-06-30 | $16M | 270k | 58.46 |
| 2017-03-31 | $14M | 239k | 57.06 |
| 2016-12-31 | $11M | 204k | 54.18 |
| 2016-09-30 | $10M | 191k | 52.32 |
| 2016-06-30 | $9.9M | 197k | 50.30 |
| 2016-03-31 | $9.9M | 201k | 49.28 |
| 2015-12-31 | $9.8M | 199k | 49.04 |