Schwab U S Broad Market ETF shares owned by Plan
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Plan
from 13F filings
Historical chart of Plan investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 44k | 25.71 |
| 2025-06-30 | $1.1M | 45k | 23.83 |
| 2025-03-31 | $952k | 44k | 21.53 |
| 2024-12-31 | $689k | 30k | 22.70 |
| 2024-09-30 | $672k | 10k | 66.52 |
| 2024-06-30 | $633k | 10k | 62.87 |
| 2024-03-31 | $549k | 9.0k | 61.05 |
| 2023-12-31 | $361k | 6.5k | 55.67 |
| 2023-09-30 | $324k | 6.5k | 49.85 |