Schwab U S Broad Market ETF shares owned by Values Added Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 106k | 22.70 |
| 2024-09-30 | $2.4M | 36k | 66.52 |
| 2024-06-30 | $2.3M | 36k | 62.87 |
| 2024-03-31 | $2.2M | 36k | 61.05 |
| 2023-12-31 | $2.0M | 36k | 55.67 |
| 2023-09-30 | $1.8M | 36k | 49.85 |
| 2023-06-30 | $1.9M | 37k | 51.70 |