Schwab U S Broad Market ETF shares owned by D'Orazio & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by D'Orazio & Associates
from 13F filings
Historical chart of D'Orazio & Associates 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'Orazio & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by D'Orazio & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 82k | 25.71 |
| 2025-06-30 | $1.9M | 82k | 23.83 |
| 2025-03-31 | $1.1M | 50k | 21.53 |
| 2024-12-31 | $1.1M | 50k | 22.70 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-03-31 | $1.0M | 17k | 61.05 |
| 2023-12-31 | $915k | 16k | 55.67 |
| 2023-09-30 | $817k | 16k | 49.85 |
| 2023-06-30 | $559k | 11k | 51.70 |
| 2023-03-31 | $517k | 11k | 47.85 |
| 2022-12-31 | $742k | 17k | 44.81 |
| 2022-09-30 | $555k | 13k | 42.01 |
| 2021-09-30 | $173k | 1.7k | 104.03 |
| 2021-06-30 | $173k | 1.7k | 104.03 |
| 2021-03-31 | $161k | 1.7k | 96.81 |
| 2020-12-31 | $151k | 1.7k | 90.80 |
| 2020-09-30 | $132k | 1.7k | 79.37 |
| 2020-06-30 | $122k | 1.7k | 73.36 |
| 2020-03-31 | $100k | 1.7k | 60.13 |
| 2019-12-31 | $128k | 1.7k | 76.97 |
| 2019-09-30 | $118k | 1.7k | 70.96 |
| 2019-06-30 | $117k | 1.7k | 70.35 |
| 2019-03-31 | $113k | 1.7k | 67.95 |
| 2018-12-31 | $100k | 1.7k | 60.13 |
| 2018-09-30 | $100k | 1.4k | 70.52 |
| 2016-06-30 | $0 | 575 | 0.00 |
| 2015-12-31 | $28k | 575 | 48.70 |