Schwab U S Broad Market ETF shares owned by Roxbury Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial 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 Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77k | 3.0k | 25.71 |
| 2025-06-30 | $71k | 3.0k | 23.83 |
| 2025-03-31 | $68k | 3.0k | 22.92 |
| 2024-12-31 | $70k | 3.0k | 23.50 |