Schwab U S Broad Market ETF shares owned by Gilbert & Cook
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gilbert & Cook
from 13F filings
Historical chart of Gilbert & Cook investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Gilbert & Cook
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 19k | 25.71 |
| 2025-06-30 | $452k | 19k | 23.83 |
| 2025-03-31 | $523k | 24k | 21.53 |
| 2024-12-31 | $551k | 24k | 22.70 |
| 2024-09-30 | $567k | 8.5k | 66.52 |
| 2024-06-30 | $536k | 8.5k | 62.87 |
| 2024-03-31 | $560k | 9.2k | 61.05 |
| 2023-12-31 | $526k | 9.5k | 55.67 |
| 2023-09-30 | $471k | 9.5k | 49.85 |
| 2023-06-30 | $489k | 9.5k | 51.70 |
| 2023-03-31 | $452k | 9.5k | 47.85 |
| 2022-12-31 | $424k | 9.5k | 44.81 |
| 2022-09-30 | $417k | 9.5k | 44.13 |
| 2022-06-30 | $418k | 9.5k | 44.23 |
| 2022-03-31 | $505k | 9.5k | 53.44 |
| 2021-12-31 | $534k | 4.7k | 113.02 |
| 2021-09-30 | $490 | 4.7k | 0.10 |
| 2021-06-30 | $493k | 4.7k | 104.34 |
| 2021-03-31 | $468k | 4.8k | 96.79 |
| 2020-12-31 | $440k | 4.8k | 91.00 |
| 2020-09-30 | $385k | 4.8k | 79.63 |
| 2020-06-30 | $355k | 4.8k | 73.42 |