SCHB — SCHWAB US BROAD MARKET

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in SCHWAB US BROAD MARKET (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.4% (2024 Q4)
Avg. % of fund
1.95%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 328,243 +2,825 +0.9% 3.11% $8.6M $26.23
2025 Q3 REDUCED 325,418 -1,932 -0.6% 3.16% $8.4M $25.63
2025 Q2 REDUCED 327,350 -18,342 -5.3% 3.19% $7.8M $23.69
2025 Q1 ADDED 345,692 +8,450 +2.5% 3.40% $7.4M $21.34
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHB price (monthly, adj. close)

Other funds also holding SCHB

As of 2025 Q4 — sorted by position size

HT Partners LLC 3Y 7Y 47.44% Evergreen Advisors, LLC 3Y 7Y 39.45% Appalachian Capital Management Ltd 32.7% Strid Group, LLC 3Y 7Y 28.46% MYECFO, LLC 27.62% Morton Brown Family Wealth, LLC 3Y 27.48% TruNorth Capital Management, LLC 25.34% REBALANCE, LLC 3Y 22.94% Hanson & Doremus Investment Management 3Y 7Y 22.09% Schaeffer Financial LLC 3Y 20.19%
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