Schwab U S Broad Market ETF shares owned by Index Fund Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Index Fund Advisors
from 13F filings
Historical chart of Index Fund Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Index Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Index Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 13k | 25.71 |
| 2025-06-30 | $312k | 13k | 23.83 |
| 2025-03-31 | $322k | 15k | 21.53 |
| 2024-12-31 | $362k | 16k | 22.70 |
| 2024-09-30 | $354k | 5.3k | 66.51 |
| 2024-06-30 | $313k | 5.0k | 62.87 |
| 2024-03-31 | $284k | 4.6k | 61.05 |
| 2023-06-30 | $574k | 11k | 51.70 |
| 2023-03-31 | $544k | 11k | 47.85 |
| 2022-12-31 | $431k | 9.6k | 44.84 |
| 2022-09-30 | $402k | 9.6k | 41.98 |
| 2022-06-30 | $422k | 9.5k | 44.22 |
| 2022-03-31 | $534k | 10k | 53.38 |
| 2021-12-31 | $1.7M | 15k | 113.01 |