Schwab U S Broad Market ETF shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by D.B. Root & Company 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 D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 467k | 25.71 |
| 2025-06-30 | $11M | 478k | 23.83 |
| 2025-03-31 | $10M | 482k | 21.53 |
| 2024-12-31 | $11M | 479k | 22.70 |
| 2024-09-30 | $11M | 161k | 66.52 |
| 2024-06-30 | $10M | 159k | 62.87 |
| 2024-03-31 | $9.5M | 156k | 61.05 |
| 2023-12-31 | $9.5M | 170k | 55.67 |
| 2023-09-30 | $8.3M | 167k | 49.85 |
| 2023-06-30 | $8.6M | 167k | 51.70 |
| 2023-03-31 | $8.2M | 172k | 47.85 |
| 2022-12-31 | $7.9M | 176k | 44.81 |
| 2022-09-30 | $7.2M | 172k | 41.99 |
| 2022-06-30 | $7.7M | 174k | 44.19 |
| 2022-03-31 | $9.1M | 171k | 53.39 |
| 2021-12-31 | $9.6M | 85k | 113.00 |
| 2021-09-30 | $8.7M | 84k | 103.85 |
| 2021-06-30 | $9.5M | 91k | 104.27 |
| 2021-03-31 | $8.7M | 90k | 96.71 |
| 2020-12-31 | $8.4M | 92k | 90.99 |
| 2020-09-30 | $8.4M | 105k | 79.64 |
| 2020-06-30 | $7.8M | 106k | 73.46 |
| 2020-03-31 | $6.4M | 106k | 60.43 |
| 2019-12-31 | $8.0M | 104k | 76.88 |
| 2019-09-30 | $6.8M | 96k | 71.02 |
| 2019-06-30 | $6.6M | 93k | 70.53 |
| 2019-03-31 | $6.6M | 97k | 68.05 |
| 2018-12-31 | $5.7M | 81k | 70.38 |
| 2018-09-30 | $5.7M | 81k | 70.38 |
| 2018-06-30 | $4.1M | 62k | 65.99 |
| 2018-03-31 | $2.7M | 43k | 63.79 |
| 2017-12-31 | $2.1M | 33k | 64.51 |