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Schwab U S Broad Market ETF shares owned by ELCO Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by ELCO Management from 13F filings

Historical chart of ELCO Management 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 ELCO Management 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 ELCO Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 169k 25.71
2025-06-30 $3.5M 145k 23.83
2025-03-31 $2.6M 120k 21.53
2024-12-31 $2.4M 106k 22.70
2024-09-30 $1.6M 24k 66.52
2024-06-30 $1.2M 20k 62.87
2024-03-31 $897k 15k 61.05
2023-12-31 $479k 8.6k 55.67