Schwab U S Broad Market ETF shares owned by Planning Center
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 12k | 25.71 |
| 2025-06-30 | $295k | 12k | 23.83 |
| 2025-03-31 | $273k | 13k | 21.53 |
| 2024-12-31 | $340k | 15k | 22.70 |
| 2024-09-30 | $490k | 7.4k | 66.52 |
| 2024-06-30 | $463k | 7.4k | 62.87 |
| 2024-03-31 | $449k | 7.4k | 61.05 |
| 2023-12-31 | $410k | 7.4k | 55.67 |
| 2023-09-30 | $367k | 7.4k | 49.85 |
| 2023-06-30 | $380k | 7.4k | 51.70 |
| 2023-03-31 | $354k | 7.4k | 48.21 |
| 2022-12-31 | $329k | 7.3k | 44.81 |
| 2022-09-30 | $309k | 7.3k | 42.06 |
| 2022-06-30 | $333k | 7.4k | 44.88 |
| 2022-03-31 | $396k | 7.4k | 53.38 |
| 2021-12-31 | $404k | 3.7k | 107.79 |