Schwab U S Broad Market ETF shares owned by Pacific Sun Financial Corp
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pacific Sun Financial Corp
from 13F filings
Historical chart of Pacific Sun Financial Corp investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Pacific Sun Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 14k | 25.71 |
| 2025-06-30 | $420k | 18k | 23.83 |
| 2025-03-31 | $380k | 18k | 21.53 |
| 2024-12-31 | $400k | 18k | 22.70 |
| 2024-09-30 | $399k | 6.0k | 66.52 |
| 2024-06-30 | $377k | 6.0k | 62.87 |
| 2024-03-31 | $366k | 6.0k | 61.05 |
| 2023-12-31 | $343k | 6.2k | 55.67 |
| 2023-09-30 | $307k | 6.2k | 49.85 |
| 2023-06-30 | $295k | 6.2k | 47.85 |
| 2022-12-31 | $276k | 6.2k | 44.81 |
| 2022-09-30 | $259k | 6.2k | 42.05 |
| 2022-06-30 | $272k | 6.2k | 44.16 |
| 2022-03-31 | $329k | 6.2k | 53.41 |
| 2021-12-31 | $348k | 3.1k | 112.99 |
| 2021-09-30 | $320k | 3.1k | 103.90 |
| 2020-09-30 | $262k | 3.3k | 79.64 |
| 2020-06-30 | $242k | 3.3k | 73.56 |
| 2019-12-31 | $243k | 3.2k | 76.90 |
| 2019-09-30 | $224k | 3.2k | 70.89 |
| 2019-06-30 | $223k | 3.2k | 70.57 |
| 2018-06-30 | $209k | 3.0k | 69.44 |
More positions owned by Pacific Sun Financial Corp
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