Schwab U S Broad Market ETF shares owned by Strategic Financial Planning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Financial Planning
from 13F filings
Historical chart of Strategic 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 Strategic Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 1.0M | 25.71 |
| 2025-06-30 | $23M | 983k | 23.83 |
| 2025-03-31 | $21M | 951k | 21.53 |
| 2024-12-31 | $22M | 948k | 22.70 |
| 2024-09-30 | $22M | 323k | 66.52 |
| 2024-06-30 | $22M | 342k | 62.87 |
| 2024-03-31 | $20M | 326k | 61.05 |
| 2023-12-31 | $19M | 339k | 55.67 |
| 2023-09-30 | $16M | 315k | 49.85 |
| 2023-06-30 | $17M | 319k | 51.70 |
| 2023-03-31 | $16M | 326k | 47.85 |
| 2022-12-31 | $14M | 319k | 44.81 |
| 2022-09-30 | $13M | 310k | 41.99 |
| 2022-06-30 | $14M | 309k | 44.19 |
| 2022-03-31 | $17M | 323k | 53.39 |
| 2021-12-31 | $21M | 181k | 113.01 |
| 2021-09-30 | $20M | 196k | 103.86 |
| 2021-06-30 | $21M | 200k | 104.27 |
| 2021-03-31 | $20M | 204k | 96.71 |
| 2020-12-31 | $16M | 179k | 90.99 |
| 2020-09-30 | $14M | 178k | 79.64 |
| 2020-06-30 | $13M | 180k | 73.47 |
| 2020-03-31 | $12M | 193k | 60.43 |
| 2019-12-31 | $17M | 226k | 76.88 |
More positions owned by Strategic Financial Planning
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