Schwab U S Broad Market ETF shares owned by Accredited Investors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Accredited Investors
from 13F filings
Historical chart of Accredited Investors 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 Accredited Investors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Accredited Investors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124M | 4.8M | 25.71 |
| 2025-06-30 | $116M | 4.9M | 23.83 |
| 2025-03-31 | $105M | 4.9M | 21.53 |
| 2024-12-31 | $111M | 4.9M | 22.70 |
| 2024-09-30 | $241k | 4.4k | 55.29 |
| 2024-06-30 | $101M | 1.6M | 62.87 |
| 2024-03-31 | $63M | 1.0M | 61.05 |
| 2023-12-31 | $56M | 1.0M | 55.67 |
| 2023-09-30 | $46M | 925k | 49.85 |
| 2023-06-30 | $48M | 932k | 51.70 |
| 2023-03-31 | $43M | 895k | 47.85 |
| 2022-12-31 | $33M | 738k | 44.81 |
| 2022-09-30 | $20M | 478k | 41.99 |
| 2022-06-30 | $22M | 494k | 44.19 |
| 2022-03-31 | $27M | 503k | 53.39 |
| 2021-12-31 | $28M | 250k | 113.01 |
| 2021-09-30 | $26M | 254k | 103.86 |
| 2021-06-30 | $27M | 259k | 104.27 |
| 2021-03-31 | $25M | 261k | 96.71 |
| 2020-12-31 | $25M | 269k | 90.99 |
| 2020-09-30 | $23M | 290k | 79.64 |
| 2020-06-30 | $32M | 433k | 73.47 |
| 2020-03-31 | $29M | 477k | 60.43 |
| 2019-12-31 | $36M | 472k | 76.88 |
| 2019-09-30 | $32M | 450k | 71.02 |
| 2019-06-30 | $33M | 465k | 70.53 |
| 2019-03-31 | $32M | 474k | 68.05 |
| 2018-12-31 | $29M | 491k | 59.93 |
| 2018-09-30 | $36M | 511k | 70.39 |
| 2018-06-30 | $41M | 616k | 65.99 |
| 2018-03-31 | $41M | 636k | 63.79 |
| 2017-12-31 | $42M | 648k | 64.52 |
| 2017-09-30 | $41M | 668k | 60.91 |
| 2017-06-30 | $43M | 729k | 58.46 |
| 2017-03-31 | $47M | 818k | 57.06 |
| 2016-12-31 | $44M | 810k | 54.18 |
| 2016-09-30 | $41M | 783k | 52.32 |
| 2016-06-30 | $37M | 732k | 50.30 |
| 2016-03-31 | $34M | 685k | 49.28 |
| 2015-12-31 | $27M | 541k | 49.04 |
| 2015-09-30 | $20M | 428k | 46.38 |
| 2015-06-30 | $8.4M | 167k | 50.23 |