Schwab U S Broad Market ETF shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $433k | 17k | 26.23 |
| 2025-09-30 | $424k | 17k | 25.71 |
| 2025-06-30 | $392k | 17k | 23.83 |
| 2025-03-31 | $345k | 16k | 21.53 |
| 2024-12-31 | $410k | 18k | 22.70 |
| 2022-09-30 | $632k | 1.5k | 419.65 |
More positions owned by Baltimore-Washington Financial Advisors
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