Schwab U S Broad Market ETF shares owned by New Perspectives
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by New Perspectives
from 13F filings
Historical chart of New Perspectives investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by New Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $343k | 13k | 26.23 |
| 2025-09-30 | $337k | 13k | 25.71 |
| 2025-06-30 | $312k | 13k | 23.83 |
| 2025-03-31 | $282k | 13k | 21.53 |
| 2024-12-31 | $297k | 13k | 22.70 |
| 2024-09-30 | $290k | 4.4k | 66.52 |
| 2024-06-30 | $274k | 4.4k | 62.87 |
| 2024-03-31 | $266k | 4.4k | 61.05 |