Schwab U S Broad Market ETF shares owned by Planned Solutions
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 120k | 25.71 |
| 2025-06-30 | $2.8M | 118k | 23.83 |
| 2025-03-31 | $2.6M | 119k | 21.53 |
| 2024-12-31 | $2.5M | 112k | 22.70 |
| 2024-09-30 | $2.4M | 36k | 66.52 |
| 2024-06-30 | $2.0M | 32k | 62.87 |
| 2024-03-31 | $1.9M | 31k | 61.05 |
| 2023-12-31 | $1.7M | 30k | 55.67 |
| 2023-09-30 | $1.4M | 27k | 49.85 |
| 2023-06-30 | $1.4M | 26k | 51.70 |
| 2023-03-31 | $1.2M | 26k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
| 2022-09-30 | $968k | 23k | 42.00 |
| 2022-06-30 | $1.0M | 23k | 44.17 |
| 2022-03-31 | $1.2M | 22k | 53.39 |
| 2021-12-31 | $1.2M | 10k | 113.04 |
| 2021-06-30 | $925k | 8.9k | 104.24 |
| 2021-03-31 | $783k | 8.1k | 96.65 |
| 2020-12-31 | $807k | 8.9k | 90.97 |
| 2020-09-30 | $701k | 8.8k | 79.60 |