Schwab U S Broad Market ETF shares owned by Chas. P. Smith & Associates, PA, CPA's
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Chas. P. Smith & Associates, PA, CPA's
from 13F filings
Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Chas. P. Smith & Associates, PA, CPA's consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $223k | 3.7k | 61.05 |
2023-12-31 | $203k | 3.7k | 55.62 |
2023-09-30 | $267k | 5.4k | 49.91 |
2021-12-31 | $232k | 2.1k | 113.17 |
2021-09-30 | $213k | 2.1k | 103.90 |
2021-06-30 | $214k | 2.1k | 104.39 |
2021-03-31 | $201k | 2.1k | 96.87 |
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