Schwab U S Broad Market ETF shares owned by Barrett & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 41k | 25.71 |
| 2025-06-30 | $990k | 42k | 23.83 |
| 2025-03-31 | $894k | 42k | 21.53 |
| 2024-12-31 | $941k | 42k | 22.70 |
| 2024-09-30 | $918k | 14k | 66.52 |
| 2024-06-30 | $866k | 14k | 62.87 |
| 2024-03-31 | $841k | 14k | 61.05 |
| 2023-12-31 | $765k | 14k | 55.67 |
| 2023-09-30 | $684k | 14k | 49.85 |
| 2023-06-30 | $728k | 14k | 51.70 |
| 2023-03-31 | $672k | 14k | 47.85 |
| 2022-12-31 | $628k | 14k | 44.81 |
| 2022-09-30 | $628k | 14k | 44.81 |