Schwab U S Broad Market ETF shares owned by Ami Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ami Investment Management
from 13F filings
Historical chart of Ami Investment Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Ami Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ami Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 90k | 25.71 |
| 2025-06-30 | $2.3M | 97k | 23.83 |
| 2025-03-31 | $2.2M | 101k | 21.53 |
| 2024-12-31 | $2.3M | 102k | 22.70 |
| 2024-09-30 | $2.3M | 35k | 66.52 |
| 2024-06-30 | $2.3M | 36k | 62.87 |
| 2024-03-31 | $2.3M | 37k | 61.05 |
| 2023-12-31 | $2.2M | 40k | 55.67 |
| 2023-09-30 | $2.3M | 47k | 49.85 |
| 2023-06-30 | $2.8M | 53k | 51.70 |
| 2023-03-31 | $2.7M | 56k | 47.85 |
| 2022-12-31 | $2.8M | 62k | 44.81 |
| 2022-09-30 | $2.5M | 61k | 41.99 |
| 2022-06-30 | $2.9M | 65k | 44.18 |
| 2022-03-31 | $3.6M | 68k | 53.38 |
| 2021-12-31 | $4.2M | 37k | 113.02 |
| 2021-09-30 | $4.5M | 43k | 103.86 |
| 2021-06-30 | $4.6M | 44k | 104.28 |
| 2021-03-31 | $4.3M | 44k | 96.71 |
| 2020-12-31 | $4.0M | 44k | 91.00 |
| 2020-09-30 | $3.3M | 41k | 79.65 |
| 2020-06-30 | $2.8M | 39k | 73.48 |
| 2020-03-31 | $2.4M | 41k | 60.43 |
| 2019-12-31 | $3.1M | 40k | 76.89 |
| 2019-09-30 | $2.9M | 40k | 71.03 |
| 2019-06-30 | $2.8M | 39k | 70.53 |
| 2019-03-31 | $2.7M | 40k | 68.04 |
| 2018-12-31 | $2.3M | 39k | 59.93 |
| 2018-09-30 | $3.0M | 42k | 70.39 |
| 2018-06-30 | $2.9M | 44k | 66.00 |
| 2018-03-31 | $1.9M | 30k | 63.81 |
| 2017-12-31 | $1.8M | 27k | 64.51 |
| 2017-09-30 | $1.5M | 25k | 60.91 |
| 2017-06-30 | $1.1M | 19k | 58.48 |
| 2017-03-31 | $1.0M | 18k | 57.04 |
| 2016-12-31 | $819k | 15k | 54.17 |
| 2016-09-30 | $756k | 15k | 52.30 |
| 2016-06-30 | $492k | 9.8k | 50.26 |
| 2016-03-31 | $434k | 8.8k | 49.27 |
| 2014-09-30 | $145k | 3.1k | 47.54 |
| 2014-03-31 | $156k | 3.4k | 45.55 |
| 2013-12-31 | $178k | 4.0k | 45.06 |