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Schwab U S Broad Market ETF shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group 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 Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 165k 55.67
2023-09-30 $8.3M 167k 49.85
2023-06-30 $8.8M 175k 50.46
2023-03-31 $8.7M 182k 47.85
2022-12-31 $8.0M 178k 44.73
2022-09-30 $7.4M 176k 41.99
2022-06-30 $9.3M 211k 44.19
2022-03-31 $9.2M 172k 53.39
2021-12-31 $9.6M 85k 113.02
2021-09-30 $8.7M 84k 103.86
2021-06-30 $8.8M 85k 104.26
2021-03-31 $8.3M 86k 96.71
2020-12-31 $8.1M 89k 91.00