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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Socha Financial Group 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 Socha Financial Group

Quarter filed Position value Share count Share price at filing
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