Schwab U S Broad Market ETF shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $163M | 6.3M | 25.71 |
| 2025-06-30 | $149M | 6.2M | 23.83 |
| 2025-03-31 | $121M | 5.6M | 21.53 |
| 2024-12-31 | $129M | 5.7M | 22.70 |
| 2024-09-30 | $124M | 1.9M | 66.52 |
| 2024-06-30 | $110M | 1.8M | 62.87 |
| 2024-03-31 | $104M | 1.7M | 61.05 |
| 2023-12-31 | $90M | 1.6M | 55.67 |
| 2023-09-30 | $81M | 1.6M | 49.85 |
| 2023-06-30 | $81M | 1.6M | 51.70 |
| 2023-03-31 | $70M | 1.5M | 47.85 |
| 2022-12-31 | $62M | 1.4M | 44.81 |
| 2022-09-30 | $40M | 944k | 41.99 |
| 2022-06-30 | $34M | 757k | 44.19 |
| 2022-03-31 | $29M | 543k | 53.39 |
| 2021-12-31 | $31M | 272k | 113.01 |
| 2021-09-30 | $29M | 275k | 103.86 |
| 2021-06-30 | $29M | 277k | 104.27 |
| 2021-03-31 | $27M | 278k | 96.71 |
| 2020-12-31 | $27M | 296k | 90.99 |
| 2020-09-30 | $27M | 332k | 79.64 |
| 2020-06-30 | $30M | 403k | 73.47 |
| 2020-03-31 | $30M | 494k | 60.43 |
| 2019-12-31 | $43M | 565k | 76.88 |
| 2019-09-30 | $42M | 585k | 71.02 |
| 2019-06-30 | $41M | 580k | 70.53 |
| 2019-03-31 | $39M | 568k | 68.05 |
| 2018-12-31 | $33M | 550k | 59.93 |
| 2018-09-30 | $32M | 457k | 70.39 |
| 2018-06-30 | $29M | 439k | 65.99 |
| 2018-03-31 | $27M | 419k | 65.55 |
| 2017-12-31 | $27M | 417k | 64.52 |
| 2017-09-30 | $24M | 396k | 60.91 |
| 2017-06-30 | $22M | 378k | 58.46 |
| 2017-03-31 | $21M | 361k | 57.06 |
| 2016-12-31 | $18M | 331k | 54.18 |
| 2016-09-30 | $16M | 299k | 52.32 |
| 2016-06-30 | $12M | 245k | 50.30 |
| 2016-03-31 | $8.9M | 181k | 49.28 |
| 2015-12-31 | $5.2M | 107k | 49.04 |
| 2015-09-30 | $950k | 21k | 46.40 |
| 2015-06-30 | $619k | 12k | 50.22 |
| 2015-03-31 | $548k | 11k | 50.52 |
| 2014-12-31 | $522k | 11k | 49.11 |
| 2014-09-30 | $277k | 5.8k | 47.39 |
| 2013-12-31 | $203k | 4.5k | 45.41 |