Schwab U S Broad Market ETF shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 51k | 61.05 |
| 2023-12-31 | $2.8M | 51k | 55.67 |
| 2023-09-30 | $2.6M | 52k | 49.85 |
| 2023-06-30 | $2.8M | 53k | 51.70 |
| 2023-03-31 | $2.6M | 54k | 47.85 |
| 2022-12-31 | $2.4M | 54k | 44.81 |
| 2022-09-30 | $2.3M | 55k | 42.00 |
| 2022-06-30 | $2.5M | 56k | 44.20 |
| 2022-03-31 | $3.0M | 56k | 53.39 |
| 2021-12-31 | $3.2M | 29k | 113.02 |