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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

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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
2024-03-31 $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 Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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)
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)
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)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Schaeffer Financial

Top funds holding Schwab U S Broad Market ETF

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Betterment
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Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF