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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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