Schwab U S Broad Market ETF shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 209k | 25.71 |
| 2025-06-30 | $4.5M | 189k | 23.83 |
| 2025-03-31 | $8.1M | 374k | 21.53 |
| 2024-12-31 | $4.0M | 176k | 22.70 |
| 2024-03-31 | $4.3M | 70k | 61.05 |
| 2023-12-31 | $4.4M | 79k | 55.67 |
| 2023-09-30 | $4.0M | 80k | 49.84 |
More positions owned by OneAscent Financial Services
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