Schwab U S Broad Market ETF shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $336k | 5.0k | 66.52 |
| 2024-06-30 | $315k | 5.0k | 62.87 |
| 2024-03-31 | $306k | 5.0k | 61.05 |
| 2023-12-31 | $278k | 5.0k | 55.66 |
| 2023-09-30 | $248k | 5.0k | 49.85 |
| 2023-06-30 | $256k | 5.0k | 51.70 |
| 2023-03-31 | $236k | 4.9k | 47.85 |
| 2022-12-31 | $221k | 4.9k | 44.81 |
| 2022-09-30 | $206k | 4.9k | 41.99 |
| 2022-06-30 | $215k | 4.9k | 44.08 |
| 2022-03-31 | $259k | 4.9k | 53.31 |
| 2021-12-31 | $274k | 2.4k | 113.13 |
| 2021-09-30 | $251k | 2.4k | 104.02 |
| 2021-06-30 | $251k | 2.4k | 104.32 |
| 2021-03-31 | $232k | 2.4k | 96.75 |
| 2020-12-31 | $218k | 2.4k | 91.18 |