Schwab U S Broad Market ETF shares owned by Socha Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Socha Financial Group
from 13F filings
Historical chart of Socha Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Socha Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 909k | 25.71 |
| 2025-06-30 | $22M | 932k | 23.83 |
| 2025-03-31 | $69M | 3.2M | 21.53 |
| 2024-12-31 | $70M | 3.1M | 22.70 |
| 2024-09-30 | $69M | 1.0M | 66.52 |
| 2024-06-30 | $64M | 1.0M | 62.87 |
| 2024-03-31 | $61M | 993k | 61.05 |
| 2023-12-31 | $55M | 990k | 55.67 |
| 2023-09-30 | $50M | 996k | 49.85 |
| 2023-06-30 | $49M | 949k | 51.70 |
| 2023-03-31 | $43M | 906k | 47.85 |
| 2022-12-31 | $40M | 900k | 44.81 |
| 2022-09-30 | $37M | 878k | 41.99 |
| 2022-06-30 | $38M | 867k | 44.19 |
| 2022-03-31 | $47M | 873k | 53.39 |
| 2021-12-31 | $50M | 438k | 113.01 |