Schwab U S Broad Market ETF shares owned by Jackson, Grant Investment Advisers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Jackson, Grant Investment Advisers
from 13F filings
Historical chart of Jackson, Grant Investment Advisers investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Jackson, Grant Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25k | 412 | 61.11 |
| 2023-12-31 | $23k | 411 | 55.69 |
| 2023-09-30 | $20k | 409 | 49.90 |
| 2023-06-30 | $21k | 408 | 51.68 |
| 2023-03-31 | $19k | 406 | 47.89 |
| 2022-12-31 | $18k | 405 | 44.79 |
| 2022-09-30 | $17k | 403 | 42.18 |
| 2022-06-30 | $18k | 401 | 44.89 |
| 2022-03-31 | $21k | 400 | 52.50 |
| 2021-12-31 | $23k | 199 | 115.58 |
| 2021-09-30 | $21k | 198 | 106.06 |
| 2021-06-30 | $21k | 198 | 106.06 |
| 2021-03-31 | $19k | 197 | 96.45 |
| 2020-12-31 | $18k | 197 | 91.37 |
| 2020-09-30 | $16k | 196 | 81.63 |
| 2020-06-30 | $14k | 194 | 72.16 |
| 2020-03-31 | $12k | 193 | 62.18 |
| 2019-12-31 | $15k | 193 | 77.72 |
| 2019-09-30 | $14k | 191 | 73.30 |
| 2019-06-30 | $13k | 190 | 68.42 |
| 2019-03-31 | $13k | 190 | 68.42 |
| 2018-12-31 | $11k | 189 | 58.20 |
| 2018-09-30 | $13k | 187 | 69.52 |
| 2018-06-30 | $12k | 186 | 64.52 |
| 2018-03-31 | $12k | 186 | 64.52 |
| 2017-12-31 | $12k | 185 | 64.86 |
| 2017-09-30 | $11k | 185 | 59.46 |
| 2017-06-30 | $11k | 184 | 59.78 |
More positions owned by Jackson, Grant Investment Advisers
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