Schwab U S Broad Market ETF shares owned by Bedel Financial Consulting
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bedel Financial Consulting
from 13F filings
Historical chart of Bedel Financial Consulting 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 Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Bedel Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $723k | 12k | 61.05 |
| 2023-12-31 | $659k | 12k | 55.67 |
| 2023-09-30 | $589k | 12k | 49.85 |
| 2023-06-30 | $610k | 12k | 51.70 |
| 2023-03-31 | $438k | 9.2k | 47.85 |
| 2022-12-31 | $527k | 12k | 44.81 |
| 2022-09-30 | $524k | 12k | 44.63 |
| 2022-06-30 | $531k | 12k | 44.15 |
| 2022-03-31 | $641k | 12k | 53.39 |
| 2021-12-31 | $689k | 6.1k | 113.02 |
| 2021-09-30 | $622k | 6.0k | 103.87 |
| 2021-06-30 | $618k | 5.9k | 104.34 |
| 2021-03-31 | $562k | 5.8k | 96.65 |
| 2020-12-31 | $484k | 5.3k | 90.91 |
| 2020-09-30 | $434k | 5.4k | 79.72 |
| 2020-06-30 | $395k | 5.4k | 73.49 |
| 2020-03-31 | $340k | 5.6k | 60.49 |
| 2019-12-31 | $455k | 5.9k | 76.90 |
| 2019-09-30 | $404k | 5.7k | 71.05 |
| 2019-06-30 | $444k | 6.3k | 70.50 |
| 2019-03-31 | $429k | 6.3k | 68.12 |
| 2018-12-31 | $377k | 6.3k | 59.91 |
| 2018-09-30 | $429k | 6.4k | 67.51 |
| 2018-06-30 | $267k | 4.0k | 65.96 |
| 2018-03-31 | $258k | 4.0k | 63.74 |
| 2017-12-31 | $297k | 4.6k | 64.44 |
More positions owned by Bedel Financial Consulting
View all positions for Bedel Financial Consulting