Schwab U S Broad Market ETF shares owned by CWM
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $43M | 1.6M | 26.23 |
| 2025-09-30 | $11M | 407k | 25.71 |
| 2025-06-30 | $9.6M | 401k | 23.83 |
| 2025-03-31 | $8.7M | 404k | 21.53 |
| 2024-12-31 | $8.2M | 360k | 22.70 |
| 2024-09-30 | $7.9M | 119k | 66.52 |
| 2024-06-30 | $7.6M | 121k | 62.87 |
| 2024-03-31 | $7.0M | 114k | 61.05 |
| 2023-12-31 | $5.8M | 105k | 55.67 |
| 2023-09-30 | $4.7M | 95k | 49.85 |
| 2023-06-30 | $4.8M | 93k | 51.70 |
| 2023-03-31 | $3.1M | 66k | 47.85 |
| 2022-12-31 | $2.1M | 47k | 44.81 |
| 2022-09-30 | $2.5M | 60k | 41.99 |
| 2022-06-30 | $1.5M | 33k | 44.20 |
| 2022-03-31 | $1.7M | 33k | 53.38 |
| 2021-12-31 | $1.8M | 16k | 113.02 |
| 2021-06-30 | $1.5M | 14k | 104.30 |
| 2021-03-31 | $1.5M | 14k | 104.30 |
| 2020-12-31 | $1.5M | 14k | 104.30 |
| 2020-09-30 | $1.5M | 14k | 104.30 |
| 2020-06-30 | $1.5M | 14k | 104.30 |
| 2020-03-31 | $1.5M | 14k | 104.30 |
| 2019-12-31 | $1.5M | 14k | 104.30 |
| 2019-09-30 | $1.5M | 14k | 104.30 |
| 2019-06-30 | $754k | 11k | 70.56 |
| 2019-03-31 | $1.0M | 15k | 68.07 |
| 2018-12-31 | $1.0M | 17k | 59.95 |
| 2018-09-30 | $1.3M | 18k | 70.37 |
| 2018-06-30 | $898k | 14k | 65.96 |
| 2018-03-31 | $315k | 4.9k | 63.87 |
| 2017-12-31 | $318k | 4.9k | 64.48 |
| 2017-09-30 | $300k | 4.9k | 60.83 |
| 2017-06-30 | $632k | 11k | 58.45 |
| 2017-03-31 | $617k | 11k | 57.06 |
| 2016-12-31 | $626k | 12k | 54.22 |
| 2016-09-30 | $801k | 15k | 52.32 |
| 2016-06-30 | $163k | 3.2k | 50.28 |