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Schwab U S Broad Market ETF shares owned by Perryman Financial Advisory Inc /ad

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Perryman Financial Advisory Inc /ad from 13F filings

Historical chart of Perryman Financial Advisory Inc /ad investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Perryman Financial Advisory Inc /ad 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 Perryman Financial Advisory Inc /ad

Quarter filed Position value Share count Share price at filing
2026-03-31 $674k 27k 25.10