Schwab U S Broad Market ETF shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 869k | 22.06 |
| 2024-06-30 | $19M | 293k | 63.09 |
| 2024-03-31 | $18M | 300k | 58.60 |
| 2023-12-31 | $18M | 320k | 56.56 |
| 2023-09-30 | $16M | 325k | 48.38 |
| 2023-06-30 | $16M | 314k | 52.29 |
| 2023-03-31 | $15M | 313k | 48.05 |
| 2022-12-31 | $16M | 325k | 47.79 |
| 2022-09-30 | $14M | 325k | 43.90 |
| 2022-06-30 | $15M | 327k | 45.61 |
| 2022-03-31 | $18M | 340k | 52.65 |
| 2021-12-31 | $18M | 172k | 102.63 |
| 2021-09-30 | $20M | 172k | 113.59 |
| 2021-06-30 | $18M | 173k | 104.15 |
| 2021-03-31 | $18M | 175k | 101.97 |
| 2020-12-31 | $17M | 181k | 92.98 |
| 2020-09-30 | $16M | 185k | 85.42 |
| 2020-06-30 | $15M | 192k | 77.49 |
| 2020-03-31 | $14M | 196k | 69.32 |
| 2019-12-31 | $15M | 200k | 77.30 |
| 2019-09-30 | $14M | 201k | 70.08 |
| 2019-06-30 | $14M | 200k | 71.52 |
| 2019-03-31 | $13M | 196k | 68.05 |
| 2018-12-31 | $14M | 226k | 59.93 |
| 2018-09-30 | $15M | 212k | 70.39 |
| 2018-06-30 | $14M | 212k | 66.16 |
| 2018-03-31 | $13M | 209k | 62.97 |
| 2017-12-31 | $14M | 217k | 64.52 |
| 2017-09-30 | $13M | 215k | 60.91 |
| 2017-06-30 | $12M | 206k | 58.46 |
| 2017-03-31 | $12M | 204k | 57.06 |
| 2016-12-31 | $11M | 195k | 54.18 |
| 2016-09-30 | $9.1M | 174k | 52.31 |
| 2016-06-30 | $8.7M | 173k | 50.30 |
| 2016-03-31 | $8.2M | 166k | 49.28 |
| 2015-12-31 | $7.5M | 155k | 48.31 |
| 2015-09-30 | $7.0M | 151k | 46.38 |
| 2015-06-30 | $7.6M | 150k | 50.59 |
| 2015-03-31 | $7.0M | 138k | 50.48 |
| 2014-12-31 | $6.4M | 128k | 49.82 |
| 2014-09-30 | $4.8M | 102k | 47.17 |
| 2014-06-30 | $4.5M | 94k | 47.72 |
| 2014-03-31 | $4.6M | 100k | 45.70 |
| 2013-12-31 | $4.7M | 105k | 45.01 |
| 2013-09-30 | $4.1M | 101k | 41.09 |
| 2013-06-30 | $2.8M | 71k | 38.91 |
| 2013-03-31 | $1.6M | 42k | 37.94 |
| 2012-12-31 | $451k | 13k | 34.34 |
| 2012-09-30 | $912k | 26k | 34.52 |
| 2011-03-31 | $251k | 7.8k | 32.16 |
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