Schwab U S Broad Market ETF shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 24k | 25.71 |
| 2025-06-30 | $576k | 24k | 23.83 |
| 2025-03-31 | $257k | 12k | 21.53 |
| 2024-12-31 | $300k | 13k | 22.70 |
| 2024-09-30 | $215k | 3.2k | 66.51 |
| 2024-06-30 | $203k | 3.2k | 62.86 |