Schwab U S Broad Market ETF shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 92k | 61.05 |
| 2023-12-31 | $5.1M | 92k | 55.67 |
| 2023-09-30 | $4.6M | 93k | 49.85 |
| 2023-06-30 | $4.9M | 94k | 51.70 |
| 2023-03-31 | $4.5M | 94k | 47.85 |
| 2022-12-31 | $4.2M | 94k | 44.81 |
| 2022-09-30 | $3.9M | 92k | 41.99 |
| 2022-06-30 | $4.0M | 90k | 44.19 |
| 2022-03-31 | $4.3M | 80k | 53.39 |
| 2021-12-31 | $4.5M | 40k | 113.00 |
| 2021-09-30 | $4.1M | 40k | 103.87 |
| 2021-06-30 | $4.2M | 40k | 104.28 |
| 2021-03-31 | $4.0M | 41k | 96.72 |
| 2020-12-31 | $3.8M | 42k | 90.99 |
| 2020-09-30 | $3.3M | 41k | 79.65 |
| 2020-06-30 | $3.0M | 41k | 73.48 |
| 2020-03-31 | $2.5M | 42k | 60.43 |
| 2019-12-31 | $3.1M | 41k | 76.87 |
| 2019-09-30 | $2.8M | 39k | 71.02 |
| 2019-06-30 | $2.8M | 40k | 70.52 |
| 2019-03-31 | $1.9M | 41k | 46.94 |
| 2018-12-31 | $1.9M | 32k | 59.93 |
| 2018-09-30 | $2.3M | 32k | 70.38 |
| 2018-06-30 | $2.1M | 32k | 65.99 |
| 2018-03-31 | $1.6M | 24k | 63.77 |
| 2017-12-31 | $252k | 3.9k | 64.53 |