Schwab U S Broad Market ETF shares owned by Exchange Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Exchange Capital Management
from 13F filings
Historical chart of Exchange Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Exchange Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $940k | 14k | 66.52 |
| 2024-06-30 | $1.0M | 16k | 62.87 |
| 2024-03-31 | $1.0M | 16k | 61.05 |
| 2023-12-31 | $849k | 15k | 55.67 |
| 2023-09-30 | $759k | 15k | 49.85 |
| 2023-06-30 | $817k | 16k | 51.70 |
| 2023-03-31 | $848k | 18k | 47.85 |
| 2022-12-31 | $814k | 18k | 44.81 |
| 2022-09-30 | $779k | 19k | 42.02 |
| 2022-06-30 | $846k | 19k | 44.18 |
| 2022-03-31 | $1.1M | 20k | 53.40 |
| 2021-12-31 | $1.2M | 11k | 113.00 |
| 2021-09-30 | $1.3M | 12k | 103.84 |
| 2021-06-30 | $1.4M | 13k | 104.28 |
| 2021-03-31 | $1.3M | 14k | 96.73 |
| 2020-12-31 | $1.3M | 14k | 90.99 |
| 2020-09-30 | $1.3M | 17k | 79.66 |
| 2020-06-30 | $1.3M | 18k | 73.48 |
| 2020-03-31 | $1.1M | 19k | 60.42 |
| 2019-12-31 | $1.5M | 19k | 76.87 |
| 2019-09-30 | $1.8M | 25k | 71.01 |
| 2019-06-30 | $1.4M | 20k | 70.53 |
| 2019-03-31 | $1.3M | 20k | 68.06 |
| 2018-12-31 | $1.2M | 20k | 59.92 |
| 2018-09-30 | $149k | 2.1k | 70.52 |
| 2018-06-30 | $76k | 1.2k | 65.74 |
| 2018-03-31 | $24k | 373 | 64.34 |
| 2017-12-31 | $244k | 3.8k | 64.60 |
| 2017-09-30 | $225k | 3.7k | 60.99 |
| 2017-06-30 | $23k | 391 | 58.82 |
| 2017-03-31 | $1.0k | 20 | 50.00 |
| 2014-06-30 | $8.0k | 170 | 47.06 |
More positions owned by Exchange Capital Management
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