Schwab U S Broad Market ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $490k | 22k | 22.70 |
| 2024-09-30 | $478k | 7.2k | 66.52 |
| 2024-06-30 | $451k | 7.2k | 62.87 |
| 2024-03-31 | $437k | 7.2k | 61.05 |
| 2023-12-31 | $399k | 7.2k | 55.67 |
| 2023-09-30 | $355k | 7.1k | 49.85 |
| 2023-06-30 | $371k | 7.2k | 51.70 |
| 2023-03-31 | $343k | 7.2k | 47.85 |
| 2022-12-31 | $359k | 8.0k | 44.81 |
| 2022-09-30 | $336k | 8.0k | 41.93 |
| 2022-06-30 | $357k | 8.1k | 44.14 |
| 2022-03-31 | $384k | 7.2k | 53.36 |
| 2021-12-31 | $423k | 3.7k | 113.13 |
| 2021-09-30 | $377k | 3.6k | 103.74 |
| 2021-06-30 | $352k | 3.6k | 96.76 |
| 2021-03-31 | $352k | 3.6k | 96.76 |
| 2020-12-31 | $240k | 2.6k | 90.81 |