Schwab U S Broad Market ETF shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor Investment Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $553k | 19k | 28.96 |
| 2026-03-31 | $479k | 19k | 25.10 |
| 2025-12-31 | $501k | 19k | 26.23 |
| 2025-09-30 | $489k | 19k | 25.71 |
| 2025-06-30 | $453k | 19k | 23.83 |
| 2025-03-31 | $390k | 18k | 21.53 |
| 2024-12-31 | $391k | 17k | 22.70 |
| 2024-09-30 | $382k | 5.7k | 66.52 |
| 2024-06-30 | $382k | 6.1k | 62.87 |
| 2024-03-31 | $521k | 8.5k | 61.05 |
| 2023-12-31 | $470k | 8.4k | 55.67 |
| 2023-09-30 | $406k | 8.2k | 49.85 |
| 2023-06-30 | $426k | 8.2k | 51.70 |
| 2023-03-31 | $387k | 8.1k | 47.85 |
| 2022-12-31 | $394k | 8.8k | 44.81 |
| 2022-09-30 | $369k | 8.8k | 41.99 |
| 2022-06-30 | $400k | 9.0k | 44.19 |
| 2022-03-31 | $469k | 8.8k | 53.39 |
| 2021-12-31 | $496k | 4.4k | 113.01 |
| 2021-09-30 | $456k | 4.4k | 103.86 |
| 2021-06-30 | $386k | 3.7k | 104.27 |
| 2021-03-31 | $354k | 3.7k | 96.71 |
| 2020-12-31 | $333k | 3.7k | 90.99 |
| 2020-09-30 | $291k | 3.6k | 79.64 |
| 2020-06-30 | $258k | 3.5k | 73.47 |
| 2020-03-31 | $205k | 3.4k | 60.43 |
| 2019-12-31 | $145k | 1.9k | 76.88 |
| 2019-09-30 | $134k | 1.9k | 71.02 |
| 2019-06-30 | $125k | 1.8k | 70.53 |
| 2019-03-31 | $115k | 1.7k | 68.05 |
| 2018-12-31 | $97k | 1.6k | 59.93 |
| 2018-09-30 | $114k | 1.6k | 70.39 |
| 2018-06-30 | $106k | 1.6k | 65.99 |
| 2018-03-31 | $90k | 1.4k | 63.79 |
| 2017-12-31 | $1.7k | 27 | 64.52 |
| 2017-09-30 | $1.6k | 27 | 60.93 |
| 2017-06-30 | $585 | 10 | 58.50 |
| 2017-03-31 | $571 | 10 | 57.10 |
| 2016-12-31 | $8.4k | 155 | 54.18 |
| 2016-09-30 | $8.1k | 155 | 52.32 |
| 2016-06-30 | $7.8k | 155 | 50.30 |
| 2016-03-31 | $7.6k | 155 | 49.28 |
More positions owned by Anchor Investment Management
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