Schwab U S Broad Market ETF shares owned by Womack Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Womack Financial
from 13F filings
Historical chart of Womack Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Womack Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $780k | 30k | 26.23 |
| 2025-09-30 | $688k | 27k | 25.71 |
| 2025-06-30 | $620k | 26k | 23.83 |
| 2025-03-31 | $526k | 24k | 21.53 |
| 2024-12-31 | $552k | 24k | 22.70 |