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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by D.B. Root & Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |