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Schwab U S Broad Market ETF shares owned by Squire Investment Management Company

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

Historical chart of Squire Investment Management Company 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 Squire Investment Management Company 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 Squire Investment Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 12k 25.71
2025-06-30 $286k 12k 23.83
2025-03-31 $258k 12k 21.53
2024-12-31 $272k 12k 22.70
2024-09-30 $266k 4.0k 66.52
2024-06-30 $252k 4.0k 62.87
2024-03-31 $244k 4.0k 61.05
2023-12-31 $223k 4.0k 55.67