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Schwab U S Broad Market ETF shares owned by Sonora Investment Management Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sonora Investment Management Group from 13F filings

Historical chart of Sonora Investment Management 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 Sonora Investment Management 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 Sonora Investment Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $660k 26k 25.71
2025-06-30 $396k 17k 23.83
2025-03-31 $356k 17k 21.53
2022-12-31 $455k 10k 44.81