Schwab U S Broad Market ETF shares owned by Nicholas Hoffman & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Nicholas Hoffman & Company
from 13F filings
Historical chart of Nicholas Hoffman & Company investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Nicholas Hoffman & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 23k | 61.05 |
| 2023-12-31 | $1.2M | 22k | 55.67 |
| 2023-09-30 | $1.2M | 23k | 49.85 |
| 2023-06-30 | $1.2M | 23k | 51.70 |
| 2023-03-31 | $1.1M | 23k | 47.85 |
| 2022-12-31 | $1.0M | 23k | 44.81 |
| 2022-09-30 | $964k | 23k | 41.99 |
| 2022-06-30 | $1.0M | 23k | 44.18 |
| 2022-03-31 | $1.2M | 23k | 53.38 |
| 2021-12-31 | $1.3M | 11k | 112.99 |
| 2021-09-30 | $1.2M | 11k | 103.89 |
| 2021-06-30 | $1.2M | 11k | 104.25 |
| 2021-03-31 | $1.1M | 11k | 96.69 |
| 2020-12-31 | $1.0M | 11k | 90.98 |
| 2020-09-30 | $905k | 11k | 79.64 |
| 2020-06-30 | $835k | 11k | 73.48 |
| 2020-03-31 | $684k | 11k | 60.39 |
| 2019-12-31 | $1.0M | 14k | 76.86 |
| 2019-09-30 | $969k | 14k | 71.00 |
| 2019-06-30 | $1.0M | 14k | 70.54 |
| 2019-03-31 | $974k | 14k | 68.02 |
| 2018-12-31 | $858k | 14k | 59.92 |
| 2018-09-30 | $850k | 12k | 70.42 |
| 2018-06-30 | $797k | 12k | 66.03 |
| 2018-03-31 | $770k | 12k | 63.79 |
| 2017-12-31 | $778k | 12k | 64.53 |
| 2017-09-30 | $563k | 9.2k | 60.88 |
| 2017-06-30 | $262k | 4.5k | 58.57 |
| 2017-03-31 | $258k | 4.5k | 57.07 |
| 2016-12-31 | $246k | 4.5k | 54.59 |
| 2016-09-30 | $238k | 4.6k | 52.27 |
| 2016-06-30 | $228k | 4.5k | 50.36 |
More positions owned by Nicholas Hoffman & Company
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