Schwab U S Broad Market ETF shares owned by Everett Harris & Co
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Everett Harris & Co
from 13F filings
Historical chart of Everett Harris & Co 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 Everett Harris & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Everett Harris & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $440k | 17k | 26.23 |
| 2025-09-30 | $465k | 18k | 25.71 |
| 2025-06-30 | $512k | 22k | 23.83 |
| 2025-03-31 | $468k | 22k | 21.53 |
| 2024-12-31 | $495k | 22k | 22.70 |
| 2024-09-30 | $412k | 6.2k | 66.52 |
| 2024-06-30 | $388k | 6.2k | 62.87 |
| 2024-03-31 | $278k | 4.6k | 61.05 |
| 2023-12-31 | $212k | 3.8k | 55.67 |
| 2017-06-30 | $216k | 3.7k | 58.38 |
| 2017-03-31 | $211k | 3.7k | 57.03 |