Schwab U S Broad Market ETF shares owned by Aull & Monroe Investment Management Corp.
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aull & Monroe Investment Management Corp.
from 13F filings
Historical chart of Aull & Monroe Investment Management Corp. investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Aull & Monroe Investment Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $449k | 20k | 22.70 |
| 2024-09-30 | $439k | 6.6k | 66.52 |
| 2024-06-30 | $459k | 7.3k | 62.87 |
| 2024-03-31 | $445k | 7.3k | 61.05 |
| 2023-12-31 | $399k | 7.2k | 55.67 |
| 2023-09-30 | $357k | 7.2k | 49.85 |
| 2023-06-30 | $354k | 6.8k | 51.70 |
| 2023-03-31 | $328k | 6.8k | 47.85 |
| 2022-12-31 | $314k | 7.0k | 44.81 |
| 2022-09-30 | $294k | 7.0k | 41.98 |
| 2022-06-30 | $317k | 7.2k | 44.25 |
| 2022-03-31 | $382k | 7.2k | 53.32 |
| 2021-12-31 | $405k | 3.6k | 113.07 |
| 2021-09-30 | $368k | 3.5k | 103.75 |
| 2021-06-30 | $363k | 3.5k | 104.25 |
| 2021-03-31 | $337k | 3.5k | 96.78 |
| 2020-12-31 | $355k | 3.9k | 91.10 |
| 2020-09-30 | $308k | 3.9k | 79.67 |
| 2020-06-30 | $287k | 3.9k | 73.48 |
| 2020-03-31 | $236k | 3.9k | 60.42 |
| 2019-12-31 | $300k | 3.9k | 76.80 |
| 2019-09-30 | $277k | 3.9k | 70.92 |
| 2019-06-30 | $275k | 3.9k | 70.40 |
| 2019-03-31 | $266k | 3.9k | 68.10 |
| 2018-12-31 | $240k | 4.0k | 59.91 |
| 2018-09-30 | $279k | 4.0k | 70.35 |
| 2018-06-30 | $229k | 3.5k | 65.86 |
| 2017-12-31 | $219k | 3.4k | 64.56 |
| 2017-09-30 | $211k | 3.5k | 60.95 |
| 2016-09-30 | $217k | 4.1k | 52.39 |
| 2016-06-30 | $208k | 4.1k | 50.22 |
| 2016-03-31 | $208k | 4.2k | 49.32 |
| 2015-12-31 | $212k | 4.3k | 49.11 |
| 2015-06-30 | $215k | 4.2k | 51.23 |
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