Schwab U S Broad Market ETF shares owned by Almanack Investment Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Almanack Investment Partners
from 13F filings
Historical chart of Almanack Investment Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Almanack Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 225k | 66.52 |
| 2024-06-30 | $15M | 235k | 62.87 |
| 2024-03-31 | $15M | 237k | 61.05 |
| 2023-12-31 | $9.7M | 174k | 55.67 |
| 2023-09-30 | $3.6M | 72k | 49.85 |
| 2023-06-30 | $5.5M | 107k | 51.70 |
| 2023-03-31 | $6.0M | 125k | 47.85 |
| 2022-12-31 | $5.8M | 130k | 44.81 |
| 2022-06-30 | $41M | 918k | 44.19 |
| 2022-03-31 | $55M | 1.0M | 53.39 |
| 2021-12-31 | $64M | 568k | 113.03 |
| 2021-09-30 | $58M | 555k | 103.86 |
| 2021-06-30 | $46M | 442k | 104.27 |
| 2021-03-31 | $39M | 405k | 96.71 |
| 2020-12-31 | $33M | 367k | 90.99 |
| 2020-09-30 | $31M | 363k | 84.72 |
| 2020-06-30 | $25M | 341k | 73.47 |
| 2020-03-31 | $19M | 306k | 60.43 |
| 2019-12-31 | $23M | 297k | 76.88 |
| 2019-09-30 | $19M | 262k | 71.02 |
| 2019-06-30 | $14M | 200k | 70.84 |
| 2019-03-31 | $14M | 202k | 68.05 |
| 2018-12-31 | $12M | 204k | 60.05 |
| 2018-09-30 | $24M | 350k | 67.68 |
| 2018-06-30 | $18M | 278k | 65.99 |
| 2018-03-31 | $15M | 237k | 63.65 |
| 2017-12-31 | $13M | 203k | 65.05 |
| 2017-09-30 | $10M | 171k | 60.91 |
| 2017-06-30 | $1.5M | 26k | 58.48 |
| 2017-03-31 | $504k | 8.8k | 57.05 |
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