Schwab U S Broad Market ETF shares owned by Ullmann Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 55k | 25.10 |
| 2025-12-31 | $1.4M | 55k | 26.28 |
| 2025-09-30 | $1.4M | 55k | 25.71 |
| 2025-06-30 | $1.3M | 55k | 23.83 |
| 2025-03-31 | $1.2M | 55k | 21.53 |
| 2024-12-31 | $1.2M | 55k | 22.70 |
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-03-31 | $1.1M | 18k | 61.05 |
| 2023-12-31 | $1.0M | 18k | 55.67 |
| 2023-09-30 | $914k | 18k | 49.85 |
| 2023-06-30 | $948k | 18k | 51.70 |
| 2023-03-31 | $877k | 18k | 47.85 |
| 2022-12-31 | $822k | 18k | 44.81 |
| 2022-09-30 | $770k | 18k | 42.00 |
| 2022-06-30 | $810k | 18k | 44.19 |
| 2022-03-31 | $979k | 18k | 53.41 |
| 2021-12-31 | $1.0M | 9.2k | 113.04 |
| 2021-09-30 | $952k | 9.2k | 103.87 |
| 2021-06-30 | $875k | 8.4k | 104.32 |
| 2021-03-31 | $811k | 8.4k | 96.69 |