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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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All positions including Schwab U S Broad Market ETF held by Carlton, Hoffferkamp & Jenks Wealth 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 853k 26.44
2025-06-30 $21M 854k 24.48
2025-03-31 $17M 862k 20.23
2024-12-31 $20M 867k 23.48
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

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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