Schwab U S Broad Market ETF shares owned by Ruggaard & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ruggaard & Associates
from 13F filings
Historical chart of Ruggaard & Associates investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ruggaard & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 10k | 25.71 |
| 2025-06-30 | $245k | 10k | 23.83 |
| 2025-03-31 | $289k | 13k | 21.53 |
| 2024-12-31 | $305k | 13k | 22.70 |
| 2024-09-30 | $298k | 4.5k | 66.52 |
| 2024-06-30 | $282k | 4.5k | 62.87 |
| 2024-03-31 | $274k | 4.5k | 61.05 |
| 2023-12-31 | $251k | 4.5k | 55.67 |
| 2023-09-30 | $322k | 6.5k | 49.85 |