Schwab U S Broad Market ETF shares owned by Raffa Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Raffa Wealth Management
from 13F filings
Historical chart of Raffa Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Raffa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $144k | 5.0k | 28.96 |
| 2026-03-31 | $125k | 5.0k | 25.10 |
| 2025-12-31 | $138k | 5.2k | 26.23 |
| 2025-09-30 | $135k | 5.2k | 25.71 |
| 2025-06-30 | $125k | 5.2k | 23.83 |
| 2025-03-31 | $113k | 5.2k | 21.53 |
| 2024-12-31 | $119k | 5.2k | 22.70 |
| 2024-09-30 | $117k | 1.8k | 66.52 |
| 2024-06-30 | $111k | 1.8k | 62.87 |
| 2024-03-31 | $107k | 1.8k | 61.05 |
| 2023-12-31 | $98k | 1.8k | 55.67 |
| 2023-09-30 | $88k | 1.8k | 49.85 |
| 2023-06-30 | $91k | 1.8k | 51.70 |
| 2023-03-31 | $84k | 1.8k | 47.85 |
| 2022-12-31 | $79k | 1.8k | 44.81 |
| 2022-09-30 | $74k | 1.8k | 42.00 |
| 2022-06-30 | $77k | 1.8k | 44.19 |
| 2022-03-31 | $94k | 1.8k | 53.39 |
| 2021-12-31 | $99k | 876 | 112.99 |
| 2021-09-30 | $91k | 874 | 103.90 |
| 2021-06-30 | $91k | 872 | 104.22 |
| 2021-03-31 | $84k | 870 | 96.73 |
| 2020-12-31 | $79k | 869 | 90.97 |
| 2020-09-30 | $69k | 869 | 79.62 |
| 2020-06-30 | $64k | 869 | 73.45 |
| 2020-03-31 | $28k | 470 | 60.44 |
| 2019-12-31 | $36k | 470 | 76.89 |
| 2019-09-30 | $33k | 470 | 71.03 |
| 2019-03-31 | $104k | 1.5k | 68.05 |
| 2018-12-31 | $91k | 1.5k | 59.93 |
| 2018-09-30 | $107k | 1.5k | 70.39 |
| 2018-06-30 | $101k | 1.5k | 65.99 |
| 2018-03-31 | $97k | 1.5k | 63.79 |
| 2017-12-31 | $98k | 1.5k | 64.52 |
| 2017-09-30 | $123k | 2.0k | 60.92 |
| 2017-06-30 | $118k | 2.0k | 58.46 |
| 2017-03-31 | $115k | 2.0k | 57.06 |
| 2016-12-31 | $95k | 1.7k | 54.17 |
| 2016-09-30 | $12k | 222 | 52.33 |
| 2016-06-30 | $11k | 221 | 50.38 |
| 2016-03-31 | $11k | 220 | 49.33 |
| 2015-12-31 | $13k | 262 | 48.98 |
| 2015-09-30 | $12k | 260 | 46.45 |