Schwab U S Broad Market ETF shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.6M | 303k | 25.10 |
| 2025-12-31 | $259k | 9.9k | 26.23 |
| 2025-09-30 | $7.3M | 285k | 25.71 |
| 2025-06-30 | $5.1M | 213k | 23.83 |
| 2025-03-31 | $4.9M | 226k | 21.53 |
| 2024-12-31 | $5.2M | 228k | 22.70 |
| 2024-09-30 | $5.0M | 75k | 66.52 |
| 2024-06-30 | $291M | 4.7M | 61.95 |
| 2024-03-31 | $4.5M | 74k | 61.05 |
| 2023-09-30 | $3.6M | 72k | 49.85 |
| 2023-06-30 | $3.6M | 69k | 51.70 |
| 2023-03-31 | $3.3M | 69k | 47.85 |
More positions owned by Strategic Financial Concepts
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