Schwab U S Broad Market ETF shares owned by ZynergyRetirementPlanning
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by ZynergyRetirementPlanning
from 13F filings
Historical chart of ZynergyRetirementPlanning investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by ZynergyRetirementPlanning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 14k | 25.71 |
| 2025-06-30 | $330k | 14k | 23.83 |
| 2025-03-31 | $350k | 15k | 22.70 |
| 2024-12-31 | $341k | 5.1k | 66.52 |
| 2024-09-30 | $341k | 5.1k | 66.52 |
| 2024-06-30 | $326k | 5.2k | 62.87 |
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