Schwab U S Broad Market ETF shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 91k | 66.52 |
| 2024-06-30 | $5.6M | 89k | 62.87 |
| 2024-03-31 | $5.1M | 83k | 61.05 |
| 2023-12-31 | $4.5M | 80k | 55.67 |
| 2023-09-30 | $4.0M | 80k | 49.85 |
| 2023-06-30 | $4.1M | 78k | 51.70 |
| 2023-03-31 | $3.4M | 72k | 47.85 |
| 2022-12-31 | $3.5M | 79k | 44.81 |
| 2022-09-30 | $3.1M | 73k | 41.99 |
| 2022-06-30 | $3.0M | 68k | 44.19 |
| 2022-03-31 | $3.5M | 66k | 53.39 |
| 2021-12-31 | $3.8M | 34k | 113.02 |
| 2021-09-30 | $3.3M | 31k | 103.85 |
| 2021-06-30 | $3.3M | 32k | 104.27 |
| 2021-03-31 | $3.4M | 35k | 96.71 |
| 2020-12-31 | $3.2M | 35k | 91.00 |
| 2020-09-30 | $2.8M | 33k | 84.72 |
| 2020-06-30 | $2.2M | 31k | 73.48 |
More positions owned by Souders Financial Advisors
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