Schwab U S Broad Market ETF shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $45M | 759k | 58.62 |
| 2023-09-30 | $29M | 577k | 49.85 |
| 2023-06-30 | $25M | 474k | 51.70 |
| 2023-03-31 | $21M | 439k | 47.85 |
| 2022-12-31 | $19M | 429k | 44.81 |
| 2022-09-30 | $15M | 362k | 41.99 |
| 2022-06-30 | $13M | 304k | 44.19 |
| 2022-03-31 | $15M | 281k | 53.39 |
| 2021-12-31 | $16M | 141k | 113.01 |
| 2021-09-30 | $14M | 135k | 103.86 |
| 2021-06-30 | $13M | 124k | 104.27 |
| 2021-03-31 | $11M | 116k | 96.71 |
| 2020-12-31 | $10M | 114k | 90.99 |
| 2020-09-30 | $8.5M | 106k | 79.64 |
| 2020-06-30 | $6.4M | 87k | 73.47 |
| 2020-03-31 | $2.7M | 44k | 60.43 |
| 2019-12-31 | $3.1M | 41k | 76.88 |
| 2019-09-30 | $1.8M | 25k | 71.03 |
| 2019-06-30 | $315k | 4.5k | 70.47 |
| 2019-03-31 | $325k | 4.8k | 68.02 |
| 2018-12-31 | $352k | 5.9k | 59.96 |
More positions owned by D L Carlson Investment Group
View all positions for D L Carlson Investment Group