Schwab U S Broad Market ETF shares owned by Diversified Portfolios
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Diversified Portfolios
from 13F filings
Historical chart of Diversified Portfolios investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Diversified Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.9M | 214k | 22.70 |
| 2024-09-30 | $4.7M | 71k | 66.52 |
| 2024-06-30 | $4.5M | 72k | 62.87 |
| 2024-03-31 | $4.3M | 71k | 61.05 |
| 2023-12-31 | $4.0M | 71k | 55.67 |
| 2023-09-30 | $3.6M | 72k | 49.85 |
| 2023-06-30 | $3.7M | 72k | 51.70 |
| 2023-03-31 | $3.5M | 73k | 47.85 |
| 2022-12-31 | $4.6M | 103k | 44.81 |
| 2022-09-30 | $3.0M | 72k | 41.99 |
| 2022-06-30 | $5.3M | 121k | 44.19 |
| 2022-03-31 | $1.9M | 36k | 53.40 |
| 2021-12-31 | $2.1M | 19k | 113.03 |
| 2021-09-30 | $2.0M | 19k | 103.84 |
| 2021-06-30 | $2.1M | 20k | 104.29 |
| 2021-03-31 | $2.0M | 20k | 96.71 |
| 2020-12-31 | $1.9M | 21k | 90.99 |
| 2020-09-30 | $1.7M | 21k | 79.65 |
| 2020-06-30 | $1.5M | 20k | 73.48 |
| 2020-03-31 | $1.8M | 31k | 60.43 |
| 2019-12-31 | $2.7M | 35k | 76.87 |
| 2019-09-30 | $2.5M | 35k | 71.01 |
| 2019-06-30 | $2.6M | 37k | 70.53 |
| 2019-03-31 | $2.8M | 41k | 68.05 |
| 2018-12-31 | $2.3M | 39k | 59.94 |
| 2018-09-30 | $845k | 12k | 70.41 |
| 2018-06-30 | $785k | 12k | 65.99 |
| 2018-03-31 | $766k | 12k | 63.80 |
| 2017-12-31 | $774k | 12k | 64.52 |
| 2017-09-30 | $727k | 12k | 60.89 |
| 2017-06-30 | $703k | 12k | 58.47 |
| 2017-03-31 | $679k | 12k | 57.06 |
| 2016-12-31 | $640k | 12k | 54.17 |
| 2016-09-30 | $567k | 11k | 52.33 |
| 2016-06-30 | $545k | 11k | 50.30 |
| 2016-03-31 | $661k | 13k | 49.27 |
| 2015-12-31 | $211k | 4.3k | 49.01 |