Schwab U S Broad Market ETF shares owned by Glass Jacobson Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Glass Jacobson Investment Advisors
from 13F filings
Historical chart of Glass Jacobson Investment Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Glass Jacobson Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.3M | 20k | 66.52 |
2024-06-30 | $1.1M | 17k | 62.87 |
2024-03-31 | $1.0M | 17k | 61.05 |
2023-12-31 | $854k | 15k | 55.67 |
2023-09-30 | $623k | 13k | 49.85 |
2023-06-30 | $645k | 13k | 51.70 |
2022-12-31 | $550k | 12k | 44.81 |
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