Schwab U S Broad Market ETF shares owned by Family Firm
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.2M | 408k | 20.00 |
| 2024-03-31 | $7.2M | 119k | 61.05 |
| 2023-12-31 | $6.1M | 110k | 55.67 |
| 2023-09-30 | $5.4M | 109k | 49.85 |
| 2023-06-30 | $5.5M | 107k | 51.70 |
| 2023-03-31 | $5.3M | 111k | 47.85 |
| 2022-12-31 | $4.7M | 105k | 44.81 |
| 2022-09-30 | $7.9M | 70k | 113.01 |
| 2022-06-30 | $7.9M | 70k | 113.01 |
| 2022-03-31 | $7.9M | 70k | 113.01 |
| 2021-12-31 | $7.9M | 70k | 113.01 |
| 2021-09-30 | $7.6M | 69k | 109.51 |
| 2021-06-30 | $7.3M | 70k | 104.26 |
| 2021-03-31 | $6.9M | 71k | 96.71 |
| 2020-12-31 | $6.3M | 68k | 92.17 |
| 2020-09-30 | $6.1M | 76k | 79.64 |
| 2020-06-30 | $5.5M | 75k | 73.47 |
| 2020-03-31 | $4.6M | 76k | 60.43 |
| 2019-12-31 | $5.6M | 73k | 76.88 |
| 2019-09-30 | $7.8M | 110k | 70.57 |
| 2019-06-30 | $7.7M | 109k | 70.86 |
| 2019-03-31 | $7.5M | 109k | 68.70 |
| 2018-12-31 | $6.5M | 108k | 60.18 |
| 2018-09-30 | $6.5M | 90k | 71.93 |
| 2018-06-30 | $6.1M | 90k | 68.03 |
| 2018-03-31 | $3.8M | 59k | 63.79 |
| 2017-12-31 | $3.4M | 52k | 64.51 |
| 2017-09-30 | $3.2M | 53k | 60.91 |
| 2017-06-30 | $2.9M | 50k | 58.46 |
| 2017-03-31 | $2.9M | 50k | 57.06 |
| 2016-12-31 | $2.4M | 45k | 54.18 |
| 2016-09-30 | $1.6M | 32k | 52.31 |
| 2016-06-30 | $1.3M | 27k | 50.31 |
| 2016-03-31 | $1.3M | 26k | 49.27 |
| 2015-12-31 | $1.3M | 26k | 49.05 |
| 2015-09-30 | $813k | 18k | 46.41 |
| 2015-06-30 | $352k | 7.0k | 50.21 |
| 2015-03-31 | $304k | 6.0k | 50.42 |