Schwab U S Broad Market ETF shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $127M | 2.1M | 61.05 |
| 2023-12-31 | $120M | 2.2M | 55.67 |
| 2023-09-30 | $108M | 2.2M | 49.85 |
| 2023-06-30 | $113M | 2.2M | 51.70 |
| 2023-03-31 | $105M | 2.2M | 47.85 |
| 2022-12-31 | $97M | 2.2M | 44.81 |
| 2022-09-30 | $91M | 2.2M | 41.99 |
| 2022-06-30 | $96M | 2.2M | 44.19 |
| 2022-03-31 | $118M | 2.2M | 53.39 |
| 2021-12-31 | $137M | 1.2M | 113.01 |
| 2021-09-30 | $123M | 1.2M | 103.86 |
| 2021-06-30 | $121M | 1.2M | 104.27 |
| 2021-03-31 | $103M | 1.1M | 96.71 |
| 2020-12-31 | $97M | 1.1M | 90.99 |
| 2020-09-30 | $86M | 1.1M | 79.64 |
| 2020-06-30 | $80M | 1.1M | 73.47 |
| 2020-03-31 | $70M | 1.2M | 60.43 |
| 2019-12-31 | $95M | 1.2M | 76.88 |
| 2019-09-30 | $88M | 1.2M | 71.02 |
| 2019-06-30 | $92M | 1.3M | 70.53 |
| 2019-03-31 | $86M | 1.3M | 68.05 |
| 2018-12-31 | $75M | 1.3M | 59.93 |
| 2018-09-30 | $101M | 1.4M | 70.39 |
| 2018-06-30 | $93M | 1.4M | 65.99 |
| 2018-03-31 | $88M | 1.4M | 63.79 |
| 2017-12-31 | $88M | 1.4M | 64.52 |
| 2017-09-30 | $82M | 1.4M | 60.91 |
| 2017-06-30 | $76M | 1.3M | 58.46 |
| 2017-03-31 | $74M | 1.3M | 57.06 |
| 2016-12-31 | $70M | 1.3M | 54.18 |
| 2016-09-30 | $68M | 1.3M | 52.32 |
| 2016-06-30 | $60M | 1.2M | 50.30 |
| 2016-03-31 | $57M | 1.2M | 49.28 |
| 2015-12-31 | $54M | 1.1M | 49.04 |
| 2015-09-30 | $44M | 949k | 46.38 |
| 2015-06-30 | $47M | 930k | 50.23 |
| 2015-03-31 | $47M | 939k | 50.48 |
| 2014-12-31 | $47M | 939k | 49.82 |
| 2014-09-30 | $45M | 940k | 47.55 |
| 2014-06-30 | $46M | 959k | 47.72 |
| 2014-03-31 | $43M | 948k | 45.71 |
| 2013-12-31 | $46M | 1.0M | 45.01 |
| 2013-09-30 | $39M | 953k | 41.09 |
| 2013-06-30 | $25M | 637k | 38.91 |
| 2012-12-31 | $8.7M | 253k | 34.41 |
| 2012-09-30 | $3.2M | 93k | 33.97 |