Schwab U S Broad Market ETF shares owned by Sage Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $460k | 18k | 25.71 |
| 2025-06-30 | $424k | 18k | 23.83 |
| 2025-03-31 | $518k | 24k | 21.53 |
| 2024-12-31 | $414k | 18k | 22.70 |
| 2024-09-30 | $423k | 6.4k | 66.52 |
| 2024-06-30 | $426k | 6.8k | 62.87 |
| 2024-03-31 | $337k | 5.5k | 61.05 |
| 2023-12-31 | $303k | 5.4k | 55.68 |
| 2023-09-30 | $304k | 6.1k | 49.85 |
| 2023-06-30 | $286k | 5.5k | 51.70 |
| 2023-03-31 | $261k | 5.4k | 47.85 |
| 2022-12-31 | $267k | 6.0k | 44.81 |
| 2022-09-30 | $241k | 5.7k | 41.92 |
| 2022-06-30 | $233k | 5.3k | 44.19 |