Schwab U S Broad Market ETF shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth 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 Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 59k | 26.23 |
| 2025-09-30 | $1.5M | 60k | 25.71 |
| 2025-06-30 | $1.4M | 60k | 23.83 |
| 2025-03-31 | $1.6M | 75k | 21.53 |
| 2024-12-31 | $1.5M | 67k | 22.70 |
| 2024-09-30 | $1.5M | 22k | 66.52 |
| 2024-06-30 | $1.5M | 23k | 62.87 |
| 2024-03-31 | $1.4M | 24k | 61.05 |
| 2023-12-31 | $1.8M | 32k | 55.67 |
| 2023-09-30 | $1.4M | 28k | 49.85 |
| 2023-06-30 | $1.3M | 26k | 51.70 |
| 2023-03-31 | $1.2M | 26k | 47.85 |
| 2022-12-31 | $6.1M | 136k | 44.81 |
| 2022-09-30 | $1.6M | 39k | 41.98 |
| 2022-06-30 | $1.8M | 41k | 44.19 |
| 2022-03-31 | $2.0M | 37k | 53.40 |
| 2021-12-31 | $2.6M | 23k | 113.01 |
| 2021-09-30 | $2.4M | 23k | 103.85 |
| 2021-06-30 | $2.4M | 23k | 104.25 |
| 2021-03-31 | $2.0M | 21k | 96.73 |
| 2020-12-31 | $1.9M | 21k | 90.95 |
| 2020-09-30 | $1.8M | 23k | 79.62 |
| 2020-06-30 | $1.7M | 24k | 73.49 |
| 2020-03-31 | $1.6M | 27k | 60.42 |
| 2019-12-31 | $2.8M | 36k | 76.87 |
| 2019-09-30 | $2.4M | 34k | 71.02 |
| 2019-06-30 | $2.2M | 31k | 70.52 |
| 2019-03-31 | $2.1M | 32k | 68.04 |
| 2018-12-31 | $1.8M | 31k | 59.92 |
| 2018-09-30 | $2.1M | 30k | 70.39 |
| 2018-06-30 | $1.7M | 26k | 65.97 |
| 2018-03-31 | $1.5M | 24k | 64.32 |
| 2017-12-31 | $1.1M | 17k | 64.52 |
| 2017-09-30 | $926k | 15k | 61.56 |
| 2017-06-30 | $761k | 13k | 58.46 |
| 2017-03-31 | $427k | 7.5k | 57.06 |