Schwab U S Broad Market ETF shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.9M | 186k | 26.23 |
| 2025-09-30 | $4.8M | 188k | 25.71 |
| 2025-06-30 | $4.8M | 202k | 23.83 |
| 2025-03-31 | $1.5M | 70k | 21.53 |
| 2024-12-31 | $1.5M | 67k | 22.70 |
| 2024-09-30 | $1.5M | 23k | 66.52 |
| 2024-06-30 | $1.4M | 23k | 62.87 |
| 2024-03-31 | $1.4M | 23k | 61.05 |
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.1M | 22k | 49.85 |
| 2023-06-30 | $1.1M | 21k | 51.70 |
| 2023-03-31 | $1.0M | 21k | 47.85 |
| 2022-12-31 | $981k | 22k | 44.81 |
| 2022-09-30 | $1.2M | 28k | 41.98 |
| 2022-03-31 | $231k | 4.3k | 53.47 |
| 2021-09-30 | $226k | 2.2k | 103.91 |
| 2021-06-30 | $227k | 2.2k | 104.37 |
| 2020-03-31 | $260k | 4.3k | 60.54 |
| 2019-12-31 | $361k | 4.7k | 76.81 |
| 2019-09-30 | $370k | 5.2k | 71.10 |
| 2019-06-30 | $357k | 5.1k | 70.51 |
| 2019-03-31 | $402k | 5.9k | 68.09 |
| 2018-12-31 | $337k | 5.6k | 59.87 |
| 2018-09-30 | $397k | 5.6k | 70.33 |
| 2018-06-30 | $339k | 5.1k | 65.98 |
| 2018-03-31 | $386k | 6.1k | 63.78 |
| 2017-12-31 | $387k | 6.0k | 64.45 |
| 2017-09-30 | $214k | 3.5k | 60.88 |
| 2017-06-30 | $209k | 3.6k | 58.58 |
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