Schwab U S Broad Market ETF shares owned by Planning Alternatives
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 58k | 66.52 |
| 2024-06-30 | $3.7M | 58k | 62.87 |
| 2024-03-31 | $3.6M | 58k | 61.05 |
| 2023-12-31 | $3.3M | 60k | 55.67 |
| 2023-09-30 | $3.4M | 68k | 49.85 |
| 2023-06-30 | $3.6M | 69k | 51.70 |
| 2023-03-31 | $4.0M | 85k | 47.85 |
| 2022-12-31 | $3.9M | 87k | 44.81 |
| 2022-09-30 | $4.1M | 97k | 41.99 |
| 2022-06-30 | $4.3M | 97k | 44.19 |
| 2022-03-31 | $5.8M | 109k | 53.39 |
| 2021-12-31 | $6.3M | 56k | 113.01 |
| 2021-09-30 | $6.0M | 58k | 103.87 |
| 2021-06-30 | $6.5M | 62k | 104.28 |
| 2021-03-31 | $6.7M | 69k | 96.71 |
| 2020-12-31 | $8.0M | 88k | 91.00 |
| 2020-09-30 | $7.9M | 99k | 79.64 |
| 2020-06-30 | $8.9M | 122k | 73.47 |
| 2020-03-31 | $12M | 201k | 60.43 |
| 2019-12-31 | $18M | 239k | 76.88 |
| 2019-09-30 | $19M | 264k | 71.02 |
| 2019-06-30 | $19M | 267k | 70.53 |
| 2019-03-31 | $19M | 284k | 68.05 |
| 2018-12-31 | $27M | 446k | 59.93 |
| 2018-09-30 | $43M | 613k | 70.39 |
| 2018-06-30 | $41M | 628k | 65.99 |
| 2018-03-31 | $45M | 707k | 63.79 |
| 2017-12-31 | $46M | 719k | 64.52 |
| 2017-09-30 | $45M | 731k | 60.91 |
| 2017-06-30 | $43M | 743k | 58.46 |
| 2017-03-31 | $43M | 759k | 57.06 |
| 2016-12-31 | $43M | 794k | 54.18 |
| 2016-09-30 | $42M | 810k | 52.32 |
| 2016-06-30 | $42M | 834k | 50.30 |
| 2016-03-31 | $43M | 862k | 49.28 |
| 2015-12-31 | $66M | 1.3M | 49.04 |
| 2015-09-30 | $65M | 1.4M | 46.38 |
| 2015-06-30 | $82M | 1.6M | 50.23 |
| 2015-03-31 | $85M | 1.7M | 50.48 |
| 2014-12-31 | $87M | 1.7M | 49.82 |
| 2014-09-30 | $85M | 1.8M | 47.55 |
| 2014-06-30 | $86M | 1.8M | 47.72 |
| 2014-03-31 | $86M | 1.9M | 45.71 |
| 2013-12-31 | $89M | 2.0M | 44.96 |
| 2013-09-30 | $78M | 1.9M | 41.09 |
| 2013-06-30 | $58M | 1.5M | 38.91 |
| 2013-03-31 | $75M | 2.0M | 37.96 |