Schwab U S Broad Market ETF shares owned by Reliant Wealth Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Reliant Wealth Planning
from 13F filings
Historical chart of Reliant Wealth Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Reliant Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $699k | 27k | 25.71 |
| 2025-06-30 | $648k | 27k | 23.83 |
| 2025-03-31 | $585k | 27k | 21.53 |
| 2024-12-31 | $617k | 27k | 22.70 |
| 2024-09-30 | $1.1M | 16k | 66.52 |
| 2024-06-30 | $1.1M | 17k | 62.87 |
| 2024-03-31 | $553k | 9.1k | 61.05 |
| 2023-12-31 | $505k | 9.1k | 55.67 |
| 2023-09-30 | $452k | 9.1k | 49.85 |
| 2023-06-30 | $469k | 9.1k | 51.70 |
| 2023-03-31 | $434k | 9.1k | 47.85 |
| 2022-12-31 | $830k | 19k | 44.81 |
| 2022-09-30 | $618k | 15k | 41.97 |
| 2022-06-30 | $515k | 12k | 44.15 |