Schwab U S Broad Market ETF shares owned by Concannon Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Concannon Wealth Management
from 13F filings
Historical chart of Concannon Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Concannon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $808k | 18k | 44.18 |
| 2022-03-31 | $980k | 18k | 53.39 |
| 2021-12-31 | $1.0M | 9.2k | 113.01 |
| 2021-09-30 | $953k | 9.2k | 103.90 |
| 2021-06-30 | $956k | 9.2k | 104.28 |
| 2021-03-31 | $716k | 7.4k | 96.69 |
| 2020-12-31 | $272k | 3.0k | 90.91 |
| 2020-09-30 | $232k | 2.9k | 79.81 |
| 2020-06-30 | $387k | 5.3k | 73.43 |
| 2020-03-31 | $327k | 5.4k | 60.35 |
| 2019-12-31 | $592k | 7.7k | 76.90 |
| 2017-12-31 | $6.7M | 104k | 64.52 |
| 2017-09-30 | $5.8M | 95k | 60.91 |
| 2017-06-30 | $5.1M | 87k | 58.45 |
| 2017-03-31 | $3.3M | 58k | 57.06 |
| 2016-12-31 | $1.2M | 22k | 54.19 |
| 2016-09-30 | $1.1M | 22k | 52.32 |
| 2016-06-30 | $988k | 20k | 50.31 |
| 2016-03-31 | $835k | 17k | 49.25 |
| 2015-12-31 | $650k | 13k | 49.08 |
| 2015-09-30 | $2.2M | 47k | 46.38 |
| 2015-06-30 | $2.1M | 42k | 50.23 |
| 2015-03-31 | $949k | 19k | 50.47 |
| 2014-12-31 | $463k | 9.3k | 49.78 |
| 2014-09-30 | $427k | 9.0k | 47.54 |
| 2014-06-30 | $518k | 11k | 47.69 |
| 2014-03-31 | $67k | 1.5k | 45.89 |
More positions owned by Concannon Wealth Management
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