Schwab U S Broad Market ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS 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 JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 299k | 25.71 |
| 2025-06-30 | $7.1M | 298k | 23.83 |
| 2025-03-31 | $6.9M | 319k | 21.53 |
| 2024-12-31 | $7.3M | 320k | 22.70 |
| 2024-09-30 | $7.4M | 111k | 66.52 |
| 2024-06-30 | $7.3M | 116k | 62.87 |
| 2024-03-31 | $6.5M | 106k | 61.05 |
| 2023-12-31 | $6.0M | 108k | 55.67 |
| 2023-09-30 | $5.3M | 107k | 49.85 |
| 2023-06-30 | $5.6M | 108k | 51.70 |
| 2023-03-31 | $5.3M | 110k | 47.85 |
| 2022-12-31 | $5.0M | 111k | 44.81 |
| 2022-09-30 | $5.2M | 124k | 41.99 |
| 2022-06-30 | $5.6M | 127k | 44.19 |
| 2022-03-31 | $6.2M | 116k | 53.39 |
| 2021-12-31 | $6.7M | 59k | 113.01 |
| 2021-09-30 | $6.1M | 59k | 103.86 |
| 2021-06-30 | $6.5M | 62k | 104.26 |
| 2021-03-31 | $6.2M | 64k | 96.71 |
| 2020-12-31 | $6.0M | 66k | 90.99 |
| 2020-09-30 | $5.2M | 65k | 79.64 |
| 2020-06-30 | $5.0M | 68k | 73.48 |
| 2020-03-31 | $4.2M | 69k | 60.43 |
| 2019-12-31 | $3.3M | 43k | 76.88 |
| 2019-09-30 | $3.0M | 42k | 71.03 |
| 2019-06-30 | $2.9M | 42k | 70.52 |
| 2019-03-31 | $2.8M | 41k | 68.06 |
| 2018-12-31 | $3.7M | 62k | 59.93 |
| 2018-09-30 | $2.7M | 39k | 70.38 |
| 2018-06-30 | $2.5M | 38k | 65.98 |
| 2018-03-31 | $2.4M | 38k | 63.79 |
| 2017-12-31 | $1.9M | 30k | 64.53 |
| 2017-09-30 | $1.7M | 29k | 60.92 |
| 2017-06-30 | $1.7M | 29k | 58.46 |
| 2017-03-31 | $1.5M | 28k | 54.16 |
| 2016-12-31 | $1.5M | 28k | 54.16 |
| 2016-09-30 | $1.4M | 28k | 52.31 |
| 2016-06-30 | $1.5M | 30k | 50.29 |
| 2016-03-31 | $1.4M | 28k | 49.27 |
| 2015-12-31 | $1.1M | 23k | 49.02 |
| 2015-09-30 | $376k | 8.1k | 46.36 |
| 2015-06-30 | $347k | 6.9k | 50.21 |
| 2015-03-31 | $292k | 5.8k | 50.50 |
| 2014-12-31 | $180k | 3.6k | 49.76 |
| 2014-09-30 | $168k | 3.5k | 47.66 |
| 2014-06-30 | $136k | 2.9k | 47.62 |