Schwab U S Broad Market ETF shares owned by PDS Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 56k | 25.71 |
| 2025-06-30 | $1.3M | 56k | 23.83 |
| 2025-03-31 | $1.2M | 56k | 21.53 |
| 2024-12-31 | $1.3M | 59k | 22.70 |
| 2024-09-30 | $1.3M | 20k | 66.52 |
| 2024-03-31 | $323k | 5.3k | 61.05 |
| 2023-12-31 | $294k | 5.3k | 55.67 |
| 2023-09-30 | $263k | 5.3k | 49.85 |
| 2023-06-30 | $249k | 4.8k | 51.70 |
| 2023-03-31 | $296k | 6.2k | 47.85 |
| 2022-12-31 | $277k | 6.2k | 44.81 |
| 2022-09-30 | $269k | 6.4k | 42.06 |
| 2022-06-30 | $282k | 6.4k | 44.11 |
| 2022-03-31 | $265k | 5.0k | 53.43 |
| 2021-12-31 | $280k | 2.5k | 112.95 |
| 2021-09-30 | $259k | 2.5k | 103.68 |
| 2021-06-30 | $260k | 2.5k | 104.17 |
| 2021-03-31 | $241k | 2.5k | 96.59 |
| 2020-12-31 | $227k | 2.5k | 91.02 |
| 2020-03-31 | $432k | 7.1k | 60.47 |