Schwab U S Broad Market ETF shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors 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 Reilly Financial Advisors 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 Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $263k | 2.3k | 112.92 |
| 2021-09-30 | $242k | 2.3k | 103.91 |
| 2021-06-30 | $251k | 2.4k | 104.06 |
| 2021-03-31 | $214k | 2.2k | 96.70 |
| 2020-12-31 | $192k | 2.1k | 90.78 |
| 2020-09-30 | $206k | 2.6k | 79.81 |
| 2020-06-30 | $190k | 2.6k | 73.61 |
| 2020-03-31 | $156k | 2.6k | 60.44 |
| 2019-12-31 | $222k | 2.9k | 77.00 |
| 2019-09-30 | $306k | 4.3k | 70.92 |
| 2019-06-30 | $304k | 4.3k | 70.45 |
| 2019-03-31 | $98k | 1.4k | 68.10 |
| 2018-12-31 | $150k | 2.5k | 59.88 |
| 2018-09-30 | $67k | 945 | 70.90 |
| 2018-06-30 | $62k | 945 | 65.61 |
| 2018-03-31 | $60k | 945 | 63.49 |
| 2017-12-31 | $61k | 945 | 64.55 |
| 2017-09-30 | $58k | 945 | 61.38 |
| 2017-06-30 | $61k | 1.0k | 58.37 |
| 2017-03-31 | $43k | 752 | 57.18 |
| 2016-12-31 | $35k | 641 | 54.60 |
| 2016-09-30 | $56k | 1.1k | 52.24 |
| 2016-06-30 | $35k | 693 | 50.51 |
| 2016-03-31 | $2.0k | 50 | 40.00 |
| 2015-12-31 | $2.0k | 50 | 40.00 |
| 2015-09-30 | $46k | 1.0k | 46.00 |
| 2015-06-30 | $13k | 250 | 52.00 |