Schwab U S Broad Market ETF shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Burleson & Company 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 Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $21k | 460 | 44.81 |
| 2022-09-30 | $19k | 460 | 41.30 |
| 2022-06-30 | $20k | 460 | 43.48 |
| 2022-03-31 | $117k | 2.2k | 53.35 |
| 2021-12-31 | $124k | 1.1k | 113.35 |
| 2021-09-30 | $113k | 1.1k | 103.57 |
| 2021-06-30 | $170k | 1.6k | 104.55 |
| 2021-03-31 | $158k | 1.6k | 96.64 |