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
Download as csvQuarterly 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 |