Schwab U S Broad Market ETF shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 283k | 66.52 |
| 2024-06-30 | $19M | 296k | 62.87 |
| 2024-03-31 | $18M | 301k | 61.05 |
| 2023-12-31 | $17M | 304k | 55.67 |
| 2023-09-30 | $15M | 309k | 49.85 |
| 2023-06-30 | $16M | 311k | 51.70 |
| 2023-03-31 | $15M | 313k | 47.85 |
| 2022-12-31 | $15M | 326k | 44.81 |
| 2022-09-30 | $14M | 322k | 41.99 |
| 2022-06-30 | $14M | 310k | 44.19 |
| 2022-03-31 | $17M | 316k | 53.39 |
| 2021-12-31 | $18M | 159k | 113.01 |
| 2021-09-30 | $16M | 152k | 103.86 |
| 2021-06-30 | $16M | 149k | 104.27 |
| 2021-03-31 | $14M | 146k | 96.71 |
| 2020-12-31 | $11M | 123k | 90.99 |
| 2020-09-30 | $8.0M | 101k | 79.64 |
| 2020-06-30 | $3.9M | 54k | 73.47 |
| 2020-03-31 | $3.1M | 51k | 60.43 |
| 2019-12-31 | $4.8M | 63k | 76.88 |
| 2019-09-30 | $3.6M | 50k | 71.01 |
| 2019-06-30 | $3.1M | 44k | 70.53 |
| 2019-03-31 | $2.3M | 34k | 68.04 |
| 2018-12-31 | $1.8M | 30k | 59.94 |