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Schwab U S Broad Market ETF shares owned by Sunpointe

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sunpointe from 13F filings

Historical chart of Sunpointe 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 Sunpointe consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $836k 33k 25.71
2025-06-30 $735k 31k 23.83
2025-03-31 $681k 32k 21.53
2024-06-30 $26M 413k 63.07