Schwab U S Broad Market ETF shares owned by My Personal CFO
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by My Personal CFO
from 13F filings
Historical chart of My Personal CFO investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by My Personal CFO consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by My Personal CFO
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $663k | 25k | 26.23 |
| 2025-09-30 | $775k | 30k | 25.71 |
| 2025-06-30 | $601k | 25k | 23.83 |
| 2025-03-31 | $543k | 25k | 21.53 |
| 2024-12-31 | $572k | 25k | 22.70 |
| 2024-09-30 | $558k | 8.4k | 66.52 |
| 2024-06-30 | $527k | 8.4k | 62.87 |
| 2024-03-31 | $390k | 6.4k | 61.05 |
| 2023-12-31 | $356k | 6.4k | 55.67 |