Leading Edge Financial Planning »

Schwab U S Broad Market ETF shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning 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 Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 396k 66.52
2024-06-30 $22M 351k 62.87
2024-03-31 $20M 321k 61.05
2023-09-30 $7.9M 159k 49.85
2023-06-30 $5.5M 107k 51.70
2023-03-31 $5.2M 108k 47.85
2022-12-31 $5.3M 117k 44.81