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Schwab U S Broad Market ETF shares owned by Phil A. Younker & Associates

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Phil A. Younker & Associates from 13F filings

Historical chart of Phil A. Younker & Associates investment in Schwab U S Broad Market ETF

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All positions including Schwab U S Broad Market ETF held by Phil A. Younker & Associates 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 Phil A. Younker & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 1.1M 25.71
2025-06-30 $22M 924k 23.83
2025-03-31 $22M 1.0M 21.53
2024-12-31 $25M 1.1M 22.70