Schwab U S Broad Market ETF shares owned by Sigma Investment Counselors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sigma Investment Counselors
from 13F filings
Historical chart of Sigma Investment Counselors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 39k | 61.05 |
| 2023-12-31 | $1.8M | 33k | 55.67 |
| 2023-09-30 | $1.6M | 33k | 49.85 |
| 2023-06-30 | $1.8M | 34k | 51.70 |
| 2023-03-31 | $1.6M | 34k | 47.85 |
| 2022-12-31 | $1.5M | 34k | 44.81 |
| 2022-09-30 | $1.4M | 34k | 41.99 |
| 2022-06-30 | $1.5M | 34k | 44.20 |
| 2022-03-31 | $1.8M | 34k | 53.40 |
| 2021-12-31 | $1.9M | 17k | 113.00 |
| 2021-09-30 | $1.7M | 17k | 103.86 |
| 2021-06-30 | $1.7M | 16k | 104.27 |
| 2021-03-31 | $1.6M | 16k | 96.71 |
| 2020-12-31 | $1.4M | 15k | 91.02 |
| 2020-09-30 | $1.0M | 13k | 79.66 |
| 2020-06-30 | $1.2M | 16k | 73.44 |
| 2020-03-31 | $927k | 15k | 60.43 |
| 2019-12-31 | $1.6M | 21k | 76.90 |
| 2019-09-30 | $1.1M | 16k | 71.03 |
| 2019-06-30 | $1.1M | 16k | 70.55 |
| 2019-03-31 | $1.0M | 15k | 68.03 |
| 2018-12-31 | $853k | 14k | 59.92 |
| 2018-09-30 | $814k | 12k | 70.37 |
| 2018-06-30 | $721k | 11k | 65.96 |
| 2018-03-31 | $726k | 11k | 63.79 |
| 2017-12-31 | $794k | 12k | 64.54 |
| 2017-09-30 | $808k | 13k | 60.90 |
| 2017-06-30 | $869k | 15k | 58.43 |
| 2017-03-31 | $882k | 16k | 57.07 |
| 2016-12-31 | $833k | 15k | 54.15 |
| 2016-09-30 | $690k | 13k | 52.33 |
| 2016-06-30 | $652k | 13k | 50.34 |
| 2016-03-31 | $634k | 13k | 49.32 |
| 2015-12-31 | $621k | 13k | 49.06 |
| 2015-09-30 | $446k | 9.6k | 46.39 |
| 2015-06-30 | $471k | 9.4k | 50.28 |
| 2015-03-31 | $464k | 9.2k | 50.52 |
| 2014-12-31 | $407k | 8.2k | 49.77 |
| 2014-09-30 | $355k | 7.5k | 47.57 |
| 2014-06-30 | $314k | 6.6k | 47.72 |
| 2014-03-31 | $272k | 6.0k | 45.71 |
| 2013-12-31 | $261k | 5.8k | 45.05 |
| 2013-09-30 | $227k | 5.5k | 41.08 |
More positions owned by Sigma Investment Counselors
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