Schwab U S Broad Market ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $498k | 22k | 22.42 |
| 2024-06-30 | $485k | 7.4k | 65.52 |
| 2024-03-31 | $433k | 7.4k | 58.48 |
| 2023-12-31 | $418k | 7.4k | 56.44 |
| 2023-09-30 | $396k | 7.9k | 50.28 |
| 2023-06-30 | $428k | 8.3k | 51.81 |
| 2023-03-31 | $399k | 8.3k | 48.31 |
| 2022-12-31 | $323k | 6.9k | 47.08 |
| 2022-09-30 | $304k | 6.9k | 44.33 |
| 2022-06-30 | $331k | 6.9k | 48.26 |
| 2022-03-31 | $344k | 6.8k | 50.60 |
| 2021-12-31 | $581k | 5.3k | 110.50 |
| 2021-09-30 | $564k | 5.2k | 107.92 |
| 2021-06-30 | $560k | 5.3k | 105.30 |
| 2021-03-31 | $527k | 5.3k | 99.10 |
| 2020-12-31 | $514k | 5.3k | 96.11 |
| 2020-09-30 | $500k | 6.3k | 78.95 |
| 2020-06-30 | $551k | 6.9k | 79.92 |
| 2020-03-31 | $406k | 6.2k | 65.44 |
| 2019-12-31 | $829k | 11k | 78.30 |
| 2019-09-30 | $1.0M | 14k | 75.07 |