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Schwab U S Broad Market ETF shares owned by Schaeffer Financial

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Schaeffer Financial from 13F filings

Historical chart of Schaeffer 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 Schaeffer Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 285k 66.52
2024-06-30 $18M 283k 62.87
2024-03-31 $18M 286k 61.05
2023-12-31 $16M 287k 55.67
2022-09-30 $10M 242k 41.99
2022-06-30 $10M 235k 44.19
2022-03-31 $13M 235k 53.39
2021-12-31 $14M 125k 113.01

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Schaeffer Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF