Schwab U S Broad Market ETF shares owned by Burton Enright Welch
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Burton Enright Welch
from 13F filings
Historical chart of Burton Enright Welch investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Burton Enright Welch
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $933k | 36k | 26.23 |
| 2025-09-30 | $931k | 36k | 25.71 |
| 2025-06-30 | $871k | 37k | 23.83 |
| 2025-03-31 | $802k | 37k | 21.53 |
| 2024-12-31 | $861k | 38k | 22.70 |
| 2024-09-30 | $825k | 12k | 66.52 |
| 2024-06-30 | $798k | 13k | 62.87 |
| 2024-03-31 | $788k | 13k | 61.05 |
| 2023-12-31 | $740k | 13k | 55.67 |
| 2023-09-30 | $664k | 13k | 49.85 |
| 2023-06-30 | $706k | 14k | 51.70 |
| 2023-03-31 | $682k | 14k | 47.85 |
| 2022-12-31 | $823k | 18k | 44.81 |
| 2022-09-30 | $745k | 18k | 41.99 |
| 2022-06-30 | $1.0M | 23k | 44.19 |
| 2022-03-31 | $1.3M | 24k | 53.39 |
| 2021-12-31 | $1.6M | 14k | 113.01 |