Schwab U S Broad Market ETF shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.0M | 118k | 25.10 |
| 2025-12-31 | $3.1M | 118k | 26.23 |
| 2025-09-30 | $3.0M | 118k | 25.71 |
| 2025-06-30 | $2.8M | 118k | 23.83 |
| 2025-03-31 | $2.5M | 118k | 21.53 |
| 2024-12-31 | $2.8M | 122k | 22.70 |
| 2024-09-30 | $2.7M | 40k | 66.52 |
| 2024-06-30 | $2.5M | 40k | 62.87 |
| 2024-03-31 | $2.8M | 46k | 61.05 |
| 2023-12-31 | $2.4M | 47k | 49.85 |
| 2023-09-30 | $342k | 6.9k | 49.85 |
| 2023-06-30 | $386k | 7.5k | 51.70 |
| 2023-03-31 | $357k | 7.5k | 47.85 |