Schwab U S Broad Market ETF shares owned by Alley Investment Management Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Alley Investment Management Company
from 13F filings
Historical chart of Alley Investment Management Company investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Alley Investment Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 9.9k | 25.71 |
| 2025-06-30 | $255k | 11k | 23.83 |
| 2025-03-31 | $230k | 11k | 21.53 |
| 2024-12-31 | $243k | 11k | 22.70 |
| 2024-09-30 | $237k | 3.6k | 66.52 |
| 2024-06-30 | $224k | 3.6k | 62.87 |
| 2024-03-31 | $218k | 3.6k | 61.05 |
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