Schwab U S Broad Market ETF shares owned by Truepoint
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 1.1M | 25.71 |
| 2025-06-30 | $27M | 1.1M | 23.83 |
| 2025-03-31 | $25M | 1.2M | 21.53 |
| 2024-12-31 | $27M | 1.2M | 22.70 |
| 2024-09-30 | $26M | 395k | 66.52 |
| 2024-06-30 | $25M | 400k | 62.87 |
| 2024-03-31 | $25M | 404k | 61.05 |
| 2023-12-31 | $23M | 411k | 55.67 |
| 2023-09-30 | $21M | 418k | 49.85 |
| 2023-06-30 | $22M | 419k | 51.70 |
| 2023-03-31 | $20M | 419k | 47.85 |
| 2022-12-31 | $19M | 419k | 44.81 |
| 2022-09-30 | $18M | 419k | 41.99 |
| 2022-06-30 | $19M | 419k | 44.19 |
| 2022-03-31 | $22M | 420k | 53.39 |
| 2021-12-31 | $24M | 211k | 113.01 |
| 2021-09-30 | $22M | 214k | 103.86 |
| 2021-06-30 | $23M | 219k | 104.27 |
| 2021-03-31 | $21M | 220k | 96.71 |
| 2020-12-31 | $20M | 222k | 90.99 |
| 2020-09-30 | $18M | 229k | 79.64 |
| 2020-06-30 | $17M | 232k | 73.47 |
| 2020-03-31 | $16M | 268k | 60.43 |
| 2019-12-31 | $5.2M | 68k | 76.88 |
| 2019-09-30 | $5.0M | 70k | 71.02 |
| 2019-06-30 | $5.0M | 71k | 70.54 |
| 2019-03-31 | $5.0M | 73k | 68.05 |
| 2018-12-31 | $4.4M | 73k | 59.93 |