Schwab U S Broad Market ETF shares owned by Barrett & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $841k | 14k | 61.05 |
2023-12-31 | $765k | 14k | 55.67 |
2023-09-30 | $684k | 14k | 49.85 |
2023-06-30 | $728k | 14k | 51.70 |
2023-03-31 | $672k | 14k | 47.85 |
2022-12-31 | $628k | 14k | 44.81 |
2022-09-30 | $628k | 14k | 44.81 |