Schwab U S Broad Market ETF shares owned by Worth Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 13k | 25.71 |
| 2025-06-30 | $363k | 15k | 23.83 |
| 2025-03-31 | $326k | 15k | 21.53 |
| 2024-12-31 | $303k | 13k | 22.70 |
| 2024-09-30 | $312k | 4.7k | 66.52 |
| 2024-06-30 | $297k | 4.7k | 62.88 |
| 2024-03-31 | $482k | 7.9k | 61.05 |
| 2023-12-31 | $553k | 9.9k | 55.67 |
| 2023-09-30 | $318k | 6.4k | 49.85 |
| 2023-06-30 | $518k | 10k | 51.71 |
| 2023-03-31 | $28k | 580 | 47.85 |
| 2022-12-31 | $31k | 700 | 44.81 |
| 2022-09-30 | $25k | 580 | 42.31 |
| 2022-06-30 | $25k | 580 | 42.31 |
| 2022-03-31 | $27k | 580 | 46.15 |