Schwab U S Broad Market ETF shares owned by Sym Financial Corporation
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sym Financial Corporation
from 13F filings
Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 1.0M | 25.71 |
| 2025-06-30 | $24M | 1.0M | 23.83 |
| 2025-03-31 | $22M | 1.0M | 21.53 |
| 2024-12-31 | $18M | 780k | 22.70 |
| 2024-06-30 | $16M | 259k | 62.87 |
| 2024-03-31 | $16M | 259k | 61.05 |
| 2023-12-31 | $24M | 436k | 55.67 |
| 2023-09-30 | $27M | 543k | 49.85 |
| 2023-06-30 | $28M | 544k | 51.70 |
| 2023-03-31 | $26M | 543k | 47.85 |
| 2022-12-31 | $25M | 547k | 44.81 |
| 2022-09-30 | $23M | 542k | 41.99 |
| 2022-06-30 | $24M | 553k | 44.19 |
| 2022-03-31 | $29M | 539k | 53.39 |
| 2021-12-31 | $38M | 334k | 113.01 |
| 2021-09-30 | $35M | 334k | 103.86 |
| 2021-06-30 | $37M | 354k | 104.27 |
| 2021-03-31 | $38M | 389k | 96.71 |
| 2020-12-31 | $35M | 389k | 90.99 |
| 2020-09-30 | $31M | 389k | 79.64 |
| 2020-06-30 | $30M | 402k | 73.47 |
| 2020-03-31 | $24M | 401k | 60.43 |
| 2019-12-31 | $31M | 401k | 76.88 |
| 2019-09-30 | $29M | 401k | 71.02 |
| 2019-06-30 | $28M | 401k | 70.53 |
| 2019-03-31 | $27M | 401k | 68.05 |
| 2018-12-31 | $24M | 401k | 59.93 |
| 2018-09-30 | $28M | 401k | 70.39 |
| 2018-06-30 | $29M | 432k | 65.99 |
| 2018-03-31 | $28M | 432k | 63.79 |
| 2017-12-31 | $28M | 432k | 64.52 |