Schwab U S Broad Market ETF shares owned by Evensky & Katz
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $207M | 3.4M | 61.05 |
| 2023-12-31 | $197M | 3.5M | 55.67 |
| 2023-09-30 | $178M | 3.6M | 49.85 |
| 2023-06-30 | $195M | 3.8M | 51.70 |
| 2023-03-31 | $188M | 3.9M | 47.85 |
| 2022-12-31 | $176M | 3.9M | 44.81 |
| 2022-09-30 | $166M | 4.0M | 41.99 |
| 2022-06-30 | $176M | 4.0M | 44.19 |
| 2022-03-31 | $214M | 4.0M | 53.39 |
| 2021-12-31 | $226M | 2.0M | 113.01 |
| 2021-09-30 | $214M | 2.1M | 103.86 |
| 2021-06-30 | $224M | 2.1M | 104.27 |
| 2021-03-31 | $213M | 2.2M | 96.71 |
| 2020-12-31 | $215M | 2.4M | 90.99 |
| 2020-09-30 | $193M | 2.4M | 79.64 |
| 2020-06-30 | $188M | 2.6M | 73.47 |
| 2020-03-31 | $160M | 2.6M | 60.43 |
| 2019-12-31 | $205M | 2.7M | 76.88 |
| 2019-09-30 | $199M | 2.8M | 71.02 |
| 2019-06-30 | $198M | 2.8M | 70.53 |
| 2019-03-31 | $188M | 2.8M | 68.05 |
| 2018-12-31 | $159M | 2.7M | 59.93 |
| 2018-09-30 | $188M | 2.7M | 70.39 |
| 2018-06-30 | $175M | 2.7M | 65.99 |
| 2018-03-31 | $163M | 2.6M | 63.79 |
| 2017-12-31 | $164M | 2.5M | 64.52 |
| 2017-09-30 | $153M | 2.5M | 60.91 |
| 2017-06-30 | $146M | 2.5M | 58.46 |
| 2017-03-31 | $133M | 2.3M | 57.15 |
| 2016-12-31 | $115M | 2.1M | 54.18 |
| 2016-09-30 | $106M | 2.0M | 52.32 |
| 2016-06-30 | $67M | 1.3M | 50.30 |
| 2016-03-31 | $58M | 1.2M | 49.28 |
| 2015-12-31 | $50M | 1.0M | 49.04 |
| 2015-09-30 | $39M | 849k | 46.38 |
| 2015-06-30 | $33M | 658k | 50.23 |
| 2015-03-31 | $24M | 478k | 50.48 |
| 2014-12-31 | $18M | 363k | 49.82 |
| 2014-09-30 | $1.8M | 36k | 49.93 |
| 2014-06-30 | $746k | 16k | 47.70 |
| 2014-03-31 | $637k | 14k | 45.66 |
| 2013-12-31 | $575k | 13k | 44.94 |
| 2013-09-30 | $497k | 12k | 41.01 |
| 2013-06-30 | $431k | 11k | 38.86 |