Schwab U S Broad Market ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 53k | 25.71 |
| 2025-06-30 | $1.2M | 52k | 23.83 |
| 2025-03-31 | $1.1M | 51k | 21.53 |
| 2024-12-31 | $1.2M | 51k | 22.70 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $472k | 7.5k | 62.87 |
| 2024-03-31 | $458k | 7.5k | 61.05 |
| 2023-12-31 | $396k | 7.1k | 55.67 |
| 2023-09-30 | $355k | 7.1k | 49.85 |
| 2023-06-30 | $368k | 7.1k | 51.70 |
| 2023-03-31 | $340k | 7.1k | 47.85 |
| 2022-12-31 | $319k | 7.1k | 44.81 |
More positions owned by Pensionmark Financial Group
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