Schwab U S Broad Market ETF shares owned by Financeware
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $592k | 9.7k | 61.05 |
| 2023-12-31 | $540k | 9.7k | 55.67 |
| 2023-09-30 | $483k | 9.7k | 49.85 |
| 2023-06-30 | $501k | 9.7k | 51.70 |
| 2023-03-31 | $464k | 9.7k | 47.85 |
| 2022-12-31 | $512k | 11k | 44.81 |
| 2022-09-30 | $479k | 11k | 41.97 |
| 2022-06-30 | $587k | 13k | 44.17 |
| 2022-03-31 | $3.8M | 72k | 53.39 |
| 2021-12-31 | $4.2M | 37k | 113.00 |
| 2021-09-30 | $6.6M | 63k | 103.87 |
| 2021-06-30 | $6.6M | 63k | 104.26 |
| 2021-03-31 | $6.4M | 66k | 96.71 |
| 2020-12-31 | $6.0M | 66k | 90.99 |
| 2020-09-30 | $5.3M | 66k | 79.64 |
| 2020-06-30 | $4.8M | 66k | 73.47 |
| 2020-03-31 | $622k | 10k | 60.42 |
| 2019-12-31 | $1.5M | 20k | 76.90 |
| 2019-09-30 | $1.4M | 20k | 71.03 |
| 2019-06-30 | $1.4M | 20k | 70.52 |
| 2019-03-31 | $1.0M | 15k | 68.02 |
| 2018-12-31 | $1.3M | 21k | 59.93 |
| 2016-12-31 | $7.0k | 124 | 56.45 |
| 2016-09-30 | $6.0k | 124 | 48.39 |
| 2016-06-30 | $6.0k | 124 | 48.39 |
| 2016-03-31 | $13k | 271 | 47.97 |
| 2015-12-31 | $156k | 3.2k | 48.93 |