Smithbridge Asset Management »

Schwab U S Broad Market ETF shares owned by Smithbridge Asset Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smithbridge Asset Management from 13F filings

Historical chart of Smithbridge Asset Management 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 Smithbridge Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Smithbridge Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 19k 61.05
2023-12-31 $1.1M 19k 55.69
2023-09-30 $967k 19k 49.86
2023-06-30 $959k 21k 44.81
2023-03-31 $1.0M 21k 47.84
2022-12-31 $959k 21k 44.81
2022-09-30 $1.0M 24k 41.97
2022-06-30 $1.1M 25k 44.19
2022-03-31 $1.5M 27k 53.39
2021-12-31 $1.5M 14k 113.00
2021-09-30 $1.4M 14k 103.85
2021-06-30 $1.3M 13k 104.26
2021-03-31 $1.3M 13k 96.73
2020-12-31 $1.1M 12k 90.96
2020-09-30 $897k 11k 79.63
2020-06-30 $829k 11k 73.50
2020-03-31 $676k 11k 60.39
2019-12-31 $857k 11k 76.92
2019-09-30 $655k 9.2k 71.03
2019-06-30 $627k 8.9k 70.50
2019-03-31 $553k 8.1k 68.06
2018-12-31 $308k 5.1k 59.90
2018-09-30 $284k 4.0k 70.42
2018-06-30 $257k 3.9k 66.12