Schwab U S Broad Market ETF shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Charles Schwab Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $624k | 10k | 61.05 |
| 2023-12-31 | $557k | 10k | 55.67 |
| 2023-09-30 | $533k | 11k | 49.85 |
| 2023-06-30 | $528k | 10k | 51.70 |
| 2023-03-31 | $536k | 11k | 47.85 |
| 2022-12-31 | $339k | 7.6k | 44.81 |
| 2022-09-30 | $321k | 7.6k | 41.97 |
| 2022-06-30 | $307k | 7.0k | 44.15 |
| 2022-03-31 | $507k | 9.5k | 53.37 |
| 2021-12-31 | $472k | 4.2k | 113.11 |
| 2021-09-30 | $780k | 7.5k | 103.83 |
| 2021-06-30 | $232k | 2.2k | 104.13 |
| 2017-12-31 | $209k | 3.2k | 64.61 |
| 2015-12-31 | $388k | 7.9k | 49.09 |
| 2015-09-30 | $236k | 5.1k | 46.33 |
More positions owned by Charles Schwab Investment Advisory
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