Schwab U S Broad Market ETF shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 27k | 25.71 |
| 2025-06-30 | $640k | 27k | 23.83 |
| 2025-03-31 | $578k | 27k | 21.53 |
| 2024-12-31 | $609k | 27k | 22.70 |
| 2024-09-30 | $599k | 9.0k | 66.52 |
| 2024-06-30 | $565k | 9.0k | 62.87 |
| 2024-03-31 | $548k | 9.0k | 61.05 |
| 2023-12-31 | $500k | 9.0k | 55.67 |
| 2023-09-30 | $731k | 15k | 49.85 |
| 2023-06-30 | $954k | 19k | 51.70 |
| 2023-03-31 | $1.1M | 23k | 47.85 |
| 2022-12-31 | $2.0M | 44k | 44.81 |
| 2022-09-30 | $1.7M | 40k | 42.00 |
| 2022-06-30 | $1.8M | 42k | 44.20 |