Schwab U S Broad Market ETF shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake 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 Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 69k | 66.52 |
| 2024-06-30 | $4.3M | 68k | 62.87 |
| 2024-03-31 | $4.1M | 67k | 61.05 |
| 2023-12-31 | $4.1M | 74k | 55.67 |
| 2023-09-30 | $3.5M | 71k | 49.85 |
| 2023-06-30 | $3.5M | 69k | 51.70 |
| 2023-03-31 | $3.0M | 64k | 47.85 |
| 2022-12-31 | $2.9M | 65k | 44.81 |
| 2022-09-30 | $2.6M | 63k | 41.99 |
| 2022-06-30 | $2.8M | 64k | 44.19 |
| 2022-03-31 | $3.4M | 63k | 53.38 |
| 2021-12-31 | $3.7M | 33k | 113.00 |
| 2021-09-30 | $3.5M | 34k | 103.86 |
| 2021-06-30 | $3.7M | 35k | 104.28 |
| 2021-03-31 | $3.6M | 37k | 96.71 |
| 2020-12-31 | $3.6M | 40k | 91.00 |
| 2020-09-30 | $3.1M | 39k | 79.63 |
| 2020-06-30 | $2.9M | 39k | 73.46 |
| 2020-03-31 | $2.4M | 40k | 60.43 |
| 2019-12-31 | $3.0M | 39k | 76.88 |
| 2019-09-30 | $2.6M | 37k | 71.01 |
| 2019-06-30 | $2.7M | 38k | 70.53 |
| 2019-03-31 | $2.6M | 38k | 68.06 |
| 2018-12-31 | $2.3M | 38k | 59.94 |
| 2018-09-30 | $2.7M | 38k | 70.39 |
| 2018-06-30 | $2.4M | 36k | 65.99 |
| 2018-03-31 | $2.4M | 38k | 63.78 |
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