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Schwab U S Broad Market ETF shares owned by Rossby Financial, LCC

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rossby Financial, LCC from 13F filings

Historical chart of Rossby Financial, LCC investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Rossby Financial, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Rossby Financial, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 11k 25.80
2025-06-30 $256k 11k 23.83
2025-03-31 $331k 16k 21.21
2024-12-31 $325k 14k 22.70