Schwab U S Broad Market ETF shares owned by Boltwood Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Boltwood Capital Management
from 13F filings
Historical chart of Boltwood Capital Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Boltwood Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Boltwood Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.5M | 38k | 66.52 |
2024-06-30 | $2.8M | 44k | 62.87 |
2024-03-31 | $2.7M | 45k | 61.05 |
2023-12-31 | $2.7M | 48k | 55.67 |
2023-09-30 | $2.5M | 49k | 49.85 |
2023-06-30 | $2.7M | 53k | 51.70 |
2023-03-31 | $2.8M | 58k | 47.85 |
2022-12-31 | $2.7M | 60k | 44.81 |
2022-09-30 | $2.7M | 63k | 41.99 |
2022-06-30 | $3.2M | 72k | 44.19 |
2022-03-31 | $4.1M | 77k | 53.39 |
2021-12-31 | $4.5M | 40k | 113.02 |
2021-09-30 | $4.4M | 42k | 103.86 |
2021-06-30 | $4.7M | 45k | 104.27 |
2021-03-31 | $4.4M | 46k | 96.72 |
2020-12-31 | $3.9M | 43k | 91.00 |
2020-09-30 | $3.5M | 44k | 79.64 |
2020-06-30 | $3.2M | 44k | 73.47 |
2020-03-31 | $2.7M | 45k | 60.43 |
2019-12-31 | $3.4M | 44k | 76.87 |
2019-09-30 | $3.1M | 43k | 71.01 |
2019-06-30 | $2.9M | 42k | 70.53 |
2019-03-31 | $2.9M | 43k | 68.05 |
2018-12-31 | $3.1M | 51k | 59.92 |
2018-09-30 | $4.1M | 59k | 70.39 |
2018-06-30 | $3.2M | 49k | 65.97 |
2018-03-31 | $3.1M | 48k | 63.78 |
2017-12-31 | $2.9M | 45k | 64.52 |
2017-09-30 | $2.7M | 44k | 60.89 |
2017-06-30 | $2.5M | 43k | 58.45 |
2017-03-31 | $2.5M | 44k | 57.04 |
2016-12-31 | $2.3M | 42k | 54.17 |
2016-09-30 | $2.1M | 40k | 52.30 |
2016-06-30 | $1.2M | 25k | 50.29 |
2016-03-31 | $956k | 19k | 49.27 |
2015-12-31 | $723k | 15k | 49.03 |
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