Schwab U S Broad Market ETF shares owned by Sunburst Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sunburst Financial Group
from 13F filings
Historical chart of Sunburst Financial Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sunburst Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 2.1M | 25.71 |
| 2025-06-30 | $50M | 2.1M | 23.83 |
| 2025-03-31 | $43M | 2.0M | 21.53 |
| 2024-12-31 | $44M | 1.9M | 22.70 |
| 2024-09-30 | $37M | 551k | 66.52 |
| 2024-06-30 | $33M | 527k | 62.87 |
| 2024-03-31 | $30M | 490k | 60.89 |
| 2023-12-31 | $24M | 433k | 55.67 |
| 2023-09-30 | $20M | 397k | 49.85 |
| 2023-06-30 | $19M | 364k | 51.70 |
| 2023-03-31 | $18M | 367k | 47.85 |
| 2022-12-31 | $16M | 360k | 44.81 |
| 2022-09-30 | $15M | 364k | 41.99 |
| 2022-06-30 | $16M | 361k | 44.19 |
| 2022-03-31 | $19M | 352k | 53.39 |
| 2021-12-31 | $19M | 171k | 113.01 |
| 2021-09-30 | $20M | 194k | 103.86 |
| 2021-06-30 | $19M | 186k | 104.27 |
| 2021-03-31 | $17M | 176k | 96.71 |
| 2020-12-31 | $16M | 171k | 90.99 |
| 2020-09-30 | $14M | 171k | 79.64 |
| 2020-06-30 | $12M | 166k | 73.47 |
| 2020-03-31 | $10M | 165k | 60.43 |
| 2019-12-31 | $12M | 159k | 76.88 |