Schwab U S Broad Market ETF shares owned by Baldwin Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baldwin Investment Management
from 13F filings
Historical chart of Baldwin 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 Baldwin Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $504k | 19k | 26.23 |
| 2025-09-30 | $494k | 19k | 25.71 |
| 2025-06-30 | $457k | 19k | 23.83 |
| 2025-03-31 | $415k | 19k | 21.53 |
| 2022-03-31 | $214k | 4.0k | 53.50 |
| 2021-12-31 | $226k | 2.0k | 113.00 |
| 2021-09-30 | $212k | 2.0k | 103.97 |
| 2021-06-30 | $213k | 2.0k | 104.46 |
| 2020-12-31 | $272k | 3.0k | 90.88 |
| 2017-12-31 | $282k | 4.4k | 64.53 |
| 2017-09-30 | $266k | 4.4k | 60.91 |
More positions owned by Baldwin Investment Management
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