Schwab U S Broad Market ETF shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $371k | 6.1k | 61.05 |
| 2023-12-31 | $322k | 5.8k | 55.67 |
| 2023-09-30 | $288k | 5.8k | 49.85 |
| 2023-06-30 | $299k | 5.8k | 51.70 |
| 2023-03-31 | $277k | 5.8k | 47.85 |
| 2022-12-31 | $251k | 5.6k | 44.74 |
| 2022-09-30 | $236k | 5.6k | 42.07 |
| 2022-06-30 | $248k | 5.6k | 44.21 |
| 2022-03-31 | $300k | 5.6k | 53.48 |
| 2021-12-31 | $317k | 2.8k | 113.01 |
| 2021-09-30 | $289k | 2.8k | 103.81 |
| 2021-06-30 | $290k | 2.8k | 104.17 |
| 2021-03-31 | $269k | 2.8k | 96.62 |
| 2020-12-31 | $253k | 2.8k | 90.88 |
| 2020-09-30 | $222k | 2.8k | 79.74 |
| 2020-06-30 | $205k | 2.8k | 73.64 |
| 2020-03-31 | $168k | 2.8k | 60.34 |
| 2019-12-31 | $214k | 2.8k | 76.87 |
| 2019-09-30 | $198k | 2.8k | 71.12 |
| 2019-06-30 | $196k | 2.8k | 70.40 |
| 2019-03-31 | $189k | 2.8k | 67.89 |
| 2018-12-31 | $167k | 2.8k | 59.99 |
| 2018-09-30 | $196k | 2.8k | 70.40 |
| 2018-06-30 | $170k | 2.6k | 66.05 |
| 2018-03-31 | $164k | 2.6k | 63.71 |
| 2017-12-31 | $166k | 2.6k | 64.49 |
| 2017-09-30 | $157k | 2.6k | 60.99 |
| 2017-06-30 | $161k | 2.8k | 58.21 |
| 2017-03-31 | $147k | 2.6k | 57.11 |
| 2016-12-31 | $192k | 3.5k | 54.22 |
| 2016-09-30 | $184k | 3.5k | 52.20 |
| 2016-06-30 | $176k | 3.5k | 50.13 |
| 2016-03-31 | $165k | 3.5k | 47.12 |
| 2015-12-31 | $170k | 3.5k | 48.86 |
| 2015-09-30 | $159k | 3.4k | 46.29 |
| 2015-06-30 | $179k | 3.6k | 50.14 |
| 2015-03-31 | $172k | 3.4k | 50.49 |
| 2014-12-31 | $169k | 3.4k | 49.85 |