Schwab U S Broad Market ETF shares owned by OLIO Financial Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OLIO Financial Planning
from 13F filings
Historical chart of OLIO Financial Planning investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by OLIO Financial Planning 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 OLIO Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $637k | 25k | 25.71 |
| 2025-06-30 | $591k | 25k | 23.83 |
| 2025-03-31 | $534k | 25k | 21.53 |
| 2024-12-31 | $583k | 26k | 22.70 |
| 2024-09-30 | $552k | 9.9k | 55.91 |
| 2024-06-30 | $545k | 9.7k | 55.91 |
| 2024-03-31 | $552k | 9.9k | 55.91 |
| 2023-12-31 | $552k | 9.9k | 55.91 |
| 2023-09-30 | $492k | 9.9k | 49.85 |
| 2023-06-30 | $504k | 9.7k | 51.70 |