Schwab U S Broad Market ETF shares owned by Planning Capital Management Corp
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Planning Capital Management Corp
from 13F filings
Historical chart of Planning Capital Management Corp investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Planning Capital Management Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 50k | 66.52 |
| 2024-06-30 | $3.2M | 51k | 62.87 |
| 2024-03-31 | $3.3M | 54k | 61.05 |
| 2023-12-31 | $3.2M | 58k | 55.67 |
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