Schwab U S Broad Market ETF shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 92k | 61.05 |
| 2023-12-31 | $5.1M | 92k | 55.67 |
| 2023-09-30 | $4.5M | 91k | 49.85 |
| 2023-06-30 | $4.7M | 91k | 51.70 |
| 2023-03-31 | $4.4M | 92k | 47.85 |
| 2022-12-31 | $4.1M | 92k | 44.81 |
| 2022-09-30 | $3.9M | 93k | 41.99 |
| 2022-06-30 | $4.1M | 93k | 44.19 |
| 2022-03-31 | $5.0M | 94k | 53.39 |
| 2021-12-31 | $5.3M | 47k | 113.00 |
| 2021-09-30 | $4.9M | 47k | 103.86 |
| 2021-06-30 | $4.9M | 47k | 104.28 |
| 2021-03-31 | $4.6M | 47k | 96.72 |
| 2020-12-31 | $4.3M | 47k | 90.98 |
| 2020-09-30 | $3.8M | 47k | 79.65 |
| 2020-06-30 | $4.7M | 63k | 73.62 |
| 2019-09-30 | $4.2M | 59k | 71.03 |
| 2019-06-30 | $4.2M | 60k | 70.54 |
| 2019-03-31 | $6.6M | 97k | 68.05 |
| 2018-12-31 | $4.6M | 76k | 59.93 |
| 2018-09-30 | $5.3M | 76k | 70.38 |
| 2018-06-30 | $5.0M | 75k | 65.99 |
| 2018-03-31 | $4.8M | 75k | 63.80 |
| 2017-12-31 | $4.8M | 75k | 64.51 |
| 2017-09-30 | $4.6M | 75k | 60.91 |
| 2016-12-31 | $1.6M | 30k | 54.20 |
More positions owned by Walter & Keenan Financial Consulting
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