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Schwab U S Broad Market ETF shares owned by Bigelow Investment Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bigelow Investment Advisors from 13F filings

Historical chart of Bigelow Investment Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Bigelow Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Bigelow Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 36k 55.67
2023-09-30 $1.7M 35k 49.85
2023-06-30 $1.8M 35k 51.70
2023-03-31 $1.7M 37k 47.85
2022-12-31 $1.6M 37k 44.81
2022-09-30 $1.6M 39k 41.98
2022-06-30 $1.7M 39k 44.19
2022-03-31 $2.3M 43k 53.38
2021-12-31 $2.5M 23k 113.00
2021-09-30 $2.3M 22k 103.88
2021-06-30 $1.9M 19k 104.27
2021-03-31 $1.8M 19k 96.70
2020-12-31 $1.7M 18k 91.00
2020-09-30 $1.4M 18k 79.66
2020-06-30 $1.5M 21k 73.47
2020-03-31 $1.3M 21k 60.41
2019-12-31 $1.6M 20k 76.86
2019-09-30 $1.3M 19k 71.02
2019-06-30 $1.3M 19k 70.52
2019-03-31 $1.3M 18k 68.08
2018-12-31 $1.0M 17k 59.93
2018-09-30 $1.2M 17k 70.39
2018-06-30 $968k 15k 65.96
2018-03-31 $939k 15k 63.76
2017-12-31 $981k 15k 64.52