Schwab U S Broad Market ETF shares owned by MONECO Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 13k | 25.71 |
| 2025-06-30 | $305k | 13k | 23.83 |
| 2025-03-31 | $276k | 13k | 21.53 |
| 2024-12-31 | $291k | 13k | 22.70 |
| 2024-09-30 | $284k | 4.3k | 66.52 |
| 2024-06-30 | $268k | 4.3k | 62.87 |
| 2024-03-31 | $260k | 4.3k | 61.05 |
| 2023-12-31 | $238k | 4.3k | 55.67 |
| 2023-09-30 | $213k | 4.3k | 49.85 |
| 2023-06-30 | $221k | 4.3k | 51.70 |
| 2023-03-31 | $204k | 4.3k | 47.85 |
| 2022-03-31 | $228k | 4.3k | 53.45 |
| 2021-12-31 | $224k | 2.1k | 105.02 |
| 2021-09-30 | $222k | 2.1k | 104.08 |
| 2021-06-30 | $222k | 2.1k | 104.08 |
| 2021-03-31 | $206k | 2.1k | 96.58 |