Schwab U S Broad Market ETF shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 9.7k | 25.71 |
| 2025-06-30 | $230k | 9.6k | 23.83 |
| 2025-03-31 | $207k | 9.6k | 21.53 |
| 2024-12-31 | $218k | 9.6k | 22.70 |
| 2024-09-30 | $212k | 3.2k | 66.53 |
| 2021-12-31 | $202k | 1.8k | 112.98 |
| 2021-09-30 | $185k | 1.8k | 103.87 |
| 2021-06-30 | $185k | 1.8k | 104.17 |
| 2021-03-31 | $171k | 1.8k | 96.61 |
| 2020-12-31 | $161k | 1.8k | 91.22 |
More positions owned by Sterling Financial Planning
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