Schwab U S Broad Market ETF shares owned by Chesley, Taft & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Chesley, Taft & Associates
from 13F filings
Historical chart of Chesley, Taft & Associates investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Chesley, Taft & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 19k | 61.05 |
| 2023-12-31 | $1.0M | 19k | 55.67 |
| 2023-09-30 | $933k | 19k | 49.85 |
| 2023-06-30 | $1.0M | 20k | 51.70 |
| 2023-03-31 | $941k | 20k | 47.85 |
| 2022-12-31 | $882k | 20k | 44.81 |
| 2022-09-30 | $837k | 20k | 42.00 |
| 2022-06-30 | $873k | 20k | 44.19 |
| 2022-03-31 | $1.0M | 20k | 51.68 |
| 2021-12-31 | $1.1M | 10k | 113.05 |
| 2021-09-30 | $1.0M | 10k | 103.87 |
| 2021-06-30 | $996k | 9.6k | 104.24 |
| 2021-03-31 | $938k | 9.5k | 99.00 |
| 2020-12-31 | $862k | 9.5k | 90.98 |
| 2020-09-30 | $755k | 9.5k | 79.68 |
| 2020-06-30 | $690k | 9.4k | 73.44 |
| 2020-03-31 | $568k | 9.4k | 60.46 |
| 2019-12-31 | $720k | 9.4k | 76.84 |
| 2019-09-30 | $614k | 8.6k | 71.06 |
| 2019-06-30 | $535k | 7.6k | 70.53 |
| 2019-03-31 | $507k | 7.4k | 68.10 |
| 2018-12-31 | $408k | 6.8k | 59.96 |
| 2018-09-30 | $479k | 6.8k | 70.39 |
| 2018-06-30 | $436k | 6.6k | 65.96 |
| 2018-03-31 | $367k | 5.8k | 63.72 |
| 2017-12-31 | $352k | 5.5k | 64.47 |
| 2017-09-30 | $333k | 5.5k | 60.99 |
| 2017-06-30 | $307k | 5.3k | 58.48 |
| 2017-03-31 | $269k | 4.7k | 57.11 |
| 2016-12-31 | $250k | 4.6k | 54.23 |
| 2016-09-30 | $211k | 4.0k | 52.29 |
| 2015-09-30 | $456k | 9.8k | 46.40 |
| 2015-06-30 | $214k | 4.3k | 50.23 |
More positions owned by Chesley, Taft & Associates
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