Schwab U S Broad Market ETF shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 20k | 25.71 |
| 2025-06-30 | $473k | 20k | 23.83 |
| 2025-03-31 | $427k | 20k | 21.53 |
| 2024-12-31 | $450k | 20k | 22.70 |
| 2024-09-30 | $440k | 6.6k | 66.52 |
| 2024-06-30 | $416k | 6.6k | 62.87 |
| 2024-03-31 | $406k | 6.7k | 61.05 |
| 2023-12-31 | $370k | 6.7k | 55.67 |
| 2023-09-30 | $333k | 6.7k | 49.85 |
| 2023-06-30 | $345k | 6.7k | 51.70 |
| 2023-03-31 | $320k | 6.7k | 47.85 |