Schwab U S Broad Market ETF shares owned by 55i
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by 55i
from 13F filings
Historical chart of 55i investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by 55i
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.0M | 71k | 41.99 |
| 2022-06-30 | $3.2M | 72k | 44.19 |
| 2022-03-31 | $3.9M | 73k | 53.39 |
| 2021-12-31 | $4.2M | 37k | 113.00 |
| 2021-09-30 | $3.8M | 37k | 103.86 |
| 2021-06-30 | $3.4M | 33k | 104.28 |
| 2021-03-31 | $3.0M | 31k | 96.72 |
| 2020-12-31 | $2.8M | 31k | 91.00 |
| 2020-09-30 | $2.5M | 31k | 79.64 |
| 2020-06-30 | $2.3M | 31k | 73.47 |
| 2020-03-31 | $679k | 10k | 65.44 |
| 2019-12-31 | $3.0M | 39k | 76.88 |
| 2019-09-30 | $3.2M | 45k | 71.02 |
| 2019-06-30 | $3.9M | 55k | 70.53 |
| 2019-03-31 | $4.0M | 59k | 68.05 |
| 2018-12-31 | $4.3M | 72k | 59.92 |