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
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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 |
|---|---|---|---|
| 2025-09-30 | $23M | 878k | 25.71 |
| 2025-06-30 | $21M | 859k | 23.83 |
| 2025-03-31 | $18M | 843k | 21.53 |
| 2024-12-31 | $20M | 859k | 22.70 |
| 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 |
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