Schwab U S Broad Market ETF shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 247k | 25.71 |
| 2025-06-30 | $6.0M | 250k | 23.83 |
| 2025-03-31 | $5.4M | 251k | 21.53 |
| 2024-12-31 | $5.8M | 257k | 22.70 |
| 2024-09-30 | $5.7M | 85k | 66.52 |
| 2024-06-30 | $5.3M | 84k | 62.87 |
| 2024-03-31 | $5.2M | 85k | 61.05 |
| 2023-12-31 | $4.7M | 84k | 55.67 |
| 2023-09-30 | $4.5M | 91k | 49.85 |
| 2023-06-30 | $4.7M | 91k | 51.70 |
| 2023-03-31 | $4.3M | 91k | 47.85 |
| 2022-12-31 | $4.2M | 94k | 44.81 |
| 2022-09-30 | $3.9M | 94k | 41.99 |
| 2022-06-30 | $4.2M | 95k | 44.19 |
| 2022-03-31 | $4.8M | 90k | 53.39 |
| 2021-12-31 | $5.2M | 46k | 113.01 |
| 2021-09-30 | $4.9M | 47k | 103.87 |
| 2021-06-30 | $4.9M | 47k | 104.26 |
| 2021-03-31 | $4.6M | 47k | 96.71 |
| 2020-12-31 | $4.3M | 47k | 90.98 |
| 2020-09-30 | $3.7M | 47k | 79.65 |
| 2020-06-30 | $3.6M | 49k | 73.47 |
| 2020-03-31 | $3.0M | 50k | 60.42 |
| 2019-12-31 | $4.3M | 55k | 76.88 |
| 2019-09-30 | $4.0M | 57k | 71.02 |
| 2019-06-30 | $4.2M | 60k | 70.54 |
| 2019-03-31 | $3.9M | 57k | 68.06 |
| 2018-12-31 | $3.3M | 54k | 59.93 |
More positions owned by Strategic Family Wealth Counselors
View all positions for Strategic Family Wealth Counselors