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
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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 |
|---|---|---|---|
| 2025-09-30 | $36M | 1.4M | 25.71 |
| 2025-06-30 | $32M | 1.3M | 23.83 |
| 2025-03-31 | $28M | 1.3M | 21.53 |
| 2024-12-31 | $28M | 1.2M | 22.70 |
| 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 |
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