Schwab U S Broad Market ETF shares owned by Callahan Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Callahan Advisors
from 13F filings
Historical chart of Callahan Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Callahan Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 78k | 25.71 |
| 2025-06-30 | $1.6M | 65k | 23.83 |
| 2025-03-31 | $1.3M | 62k | 21.53 |
| 2024-12-31 | $1.3M | 57k | 22.70 |
| 2024-09-30 | $1.3M | 19k | 66.52 |
| 2024-06-30 | $1.1M | 18k | 62.87 |
| 2024-03-31 | $1.0M | 17k | 61.05 |
| 2023-12-31 | $908k | 16k | 55.67 |
| 2023-09-30 | $837k | 17k | 49.85 |
| 2023-06-30 | $859k | 17k | 51.70 |
| 2023-03-31 | $766k | 16k | 47.85 |
| 2022-12-31 | $697k | 16k | 44.81 |
| 2022-09-30 | $633k | 15k | 42.01 |
| 2022-06-30 | $765k | 17k | 44.20 |
| 2022-03-31 | $938k | 18k | 53.37 |
| 2021-12-31 | $1.1M | 9.9k | 112.99 |
| 2021-09-30 | $1.1M | 10k | 103.83 |
| 2021-06-30 | $1.1M | 10k | 104.23 |
| 2021-03-31 | $1.0M | 11k | 96.67 |
| 2020-12-31 | $971k | 11k | 91.04 |
| 2020-09-30 | $904k | 11k | 79.64 |
| 2020-06-30 | $843k | 12k | 73.47 |
| 2020-03-31 | $684k | 11k | 60.42 |
| 2019-12-31 | $870k | 11k | 76.86 |
| 2019-09-30 | $624k | 8.8k | 71.00 |
| 2019-06-30 | $627k | 8.9k | 70.54 |
| 2019-03-31 | $618k | 9.1k | 68.04 |
| 2018-12-31 | $496k | 8.3k | 59.93 |
| 2018-09-30 | $564k | 8.0k | 70.38 |
| 2018-06-30 | $494k | 7.5k | 66.03 |
| 2018-03-31 | $480k | 7.5k | 63.80 |
| 2017-12-31 | $539k | 8.4k | 64.51 |
| 2017-09-30 | $506k | 8.3k | 60.86 |
| 2017-06-30 | $477k | 8.2k | 58.41 |
| 2017-03-31 | $425k | 7.4k | 57.11 |
| 2016-12-31 | $366k | 6.8k | 54.21 |
| 2016-09-30 | $276k | 5.3k | 52.26 |
| 2016-06-30 | $297k | 5.9k | 50.23 |
| 2016-03-31 | $302k | 6.1k | 49.33 |
| 2015-12-31 | $258k | 5.3k | 49.12 |
| 2015-06-30 | $428k | 8.5k | 50.25 |
| 2015-03-31 | $422k | 8.4k | 50.54 |
| 2014-12-31 | $421k | 8.4k | 49.85 |
| 2014-09-30 | $396k | 8.3k | 47.58 |
| 2014-06-30 | $365k | 7.7k | 47.67 |
| 2014-03-31 | $327k | 7.2k | 45.72 |
| 2013-12-31 | $314k | 7.0k | 45.07 |