Schwab U S Broad Market ETF shares owned by Rollins Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rollins Financial
from 13F filings
Historical chart of Rollins Financial 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 Rollins Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Rollins Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $493k | 8.9k | 55.67 |
2023-09-30 | $441k | 8.9k | 49.85 |
2023-06-30 | $453k | 8.8k | 51.70 |
2023-03-31 | $368k | 7.7k | 47.85 |
2022-12-31 | $345k | 7.7k | 44.81 |
2022-09-30 | $323k | 7.7k | 41.95 |
2022-06-30 | $371k | 8.4k | 44.17 |
2022-03-31 | $455k | 8.5k | 53.34 |
2021-12-31 | $482k | 4.3k | 113.01 |
2021-06-30 | $445k | 4.3k | 104.34 |
2021-03-31 | $412k | 4.3k | 96.60 |
2020-12-31 | $388k | 4.3k | 90.97 |