Schwab U S Broad Market ETF shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 327k | 25.71 |
| 2025-06-30 | $7.9M | 332k | 23.83 |
| 2025-03-31 | $7.0M | 325k | 21.53 |
| 2024-12-31 | $7.4M | 327k | 22.70 |
| 2024-09-30 | $7.4M | 112k | 66.52 |
| 2024-06-30 | $8.3M | 133k | 62.87 |
| 2024-03-31 | $8.1M | 133k | 61.05 |
| 2023-12-31 | $7.4M | 132k | 55.67 |
| 2023-09-30 | $7.4M | 148k | 49.85 |
| 2023-06-30 | $7.9M | 154k | 51.70 |
| 2023-03-31 | $7.5M | 156k | 47.85 |
| 2022-12-31 | $7.1M | 158k | 44.81 |
| 2022-09-30 | $6.7M | 159k | 41.99 |
| 2022-06-30 | $7.0M | 159k | 44.19 |
| 2022-03-31 | $8.5M | 159k | 53.39 |
| 2021-12-31 | $9.1M | 80k | 113.01 |
| 2021-09-30 | $6.6M | 64k | 103.86 |
| 2021-06-30 | $5.9M | 56k | 104.26 |
| 2021-03-31 | $5.7M | 59k | 96.71 |
| 2020-12-31 | $5.8M | 64k | 90.98 |
More positions owned by Valley Forge Investment Consultants Inc Adv
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