Schwab U S Broad Market ETF shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by YHB Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 33k | 61.05 |
| 2023-12-31 | $1.9M | 34k | 55.67 |
| 2023-09-30 | $1.8M | 37k | 49.85 |
| 2023-06-30 | $2.1M | 41k | 51.70 |
| 2023-03-31 | $2.0M | 42k | 47.85 |
| 2022-12-31 | $2.0M | 44k | 44.81 |
| 2022-09-30 | $2.1M | 51k | 41.98 |
| 2022-06-30 | $2.6M | 59k | 44.20 |
| 2022-03-31 | $3.2M | 60k | 53.39 |
| 2021-12-31 | $3.2M | 28k | 113.01 |
| 2021-09-30 | $2.7M | 26k | 103.85 |
| 2021-06-30 | $2.4M | 23k | 104.28 |
| 2021-03-31 | $2.1M | 20k | 101.66 |
| 2020-12-31 | $1.7M | 18k | 91.00 |
| 2020-09-30 | $1.2M | 15k | 79.64 |