Schwab U S Broad Market ETF shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial 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 Baker Tilly Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Baker Tilly Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $548k | 9.0k | 61.05 |
2023-12-31 | $500k | 9.0k | 55.67 |
2023-09-30 | $731k | 15k | 49.85 |
2023-06-30 | $954k | 19k | 51.70 |
2023-03-31 | $1.1M | 23k | 47.85 |
2022-12-31 | $2.0M | 44k | 44.81 |
2022-09-30 | $1.7M | 40k | 42.00 |
2022-06-30 | $1.8M | 42k | 44.20 |