Schwab U S Broad Market ETF shares owned by Evanson Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.71 |
| 2025-06-30 | $878k | 37k | 23.83 |
| 2025-03-31 | $760k | 35k | 21.53 |
| 2024-12-31 | $769k | 34k | 22.70 |
| 2024-09-30 | $751k | 11k | 66.52 |
| 2024-06-30 | $697k | 11k | 62.87 |
| 2024-03-31 | $677k | 11k | 61.05 |
| 2023-12-31 | $617k | 11k | 55.67 |
| 2023-09-30 | $552k | 11k | 49.85 |
| 2023-06-30 | $572k | 11k | 51.70 |
| 2023-03-31 | $1.1M | 23k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 41.99 |
| 2022-09-30 | $1.1M | 26k | 42.00 |
| 2022-06-30 | $487k | 11k | 44.23 |
| 2022-03-31 | $541k | 10k | 53.37 |
| 2021-12-31 | $781k | 6.9k | 112.99 |
| 2021-09-30 | $516k | 5.0k | 104.22 |
| 2021-06-30 | $1.2M | 11k | 104.24 |
| 2021-03-31 | $1.1M | 11k | 96.74 |
| 2020-12-31 | $998k | 11k | 90.94 |
| 2020-09-30 | $868k | 11k | 79.68 |
| 2020-06-30 | $810k | 11k | 73.46 |
| 2020-03-31 | $515k | 8.5k | 60.44 |
| 2019-12-31 | $298k | 3.9k | 76.82 |
| 2019-09-30 | $287k | 4.0k | 70.97 |
| 2019-06-30 | $261k | 3.7k | 70.54 |
| 2019-03-31 | $252k | 3.7k | 68.11 |
| 2018-12-31 | $222k | 3.7k | 60.00 |
| 2018-09-30 | $260k | 3.7k | 70.27 |
| 2018-06-30 | $244k | 3.7k | 65.95 |
| 2018-03-31 | $236k | 3.7k | 63.78 |
| 2017-12-31 | $239k | 3.7k | 64.59 |
| 2017-09-30 | $229k | 3.8k | 60.97 |
| 2017-06-30 | $220k | 3.8k | 58.59 |
| 2017-03-31 | $214k | 3.8k | 56.99 |
| 2016-12-31 | $254k | 4.7k | 54.12 |
| 2016-06-30 | $200k | 4.0k | 50.25 |