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Schwab U S Broad Market ETF shares owned by Gleason Group

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

Historical chart of Gleason 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 Gleason 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 Gleason Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 107k 25.71
2025-06-30 $2.5M 104k 23.83
2025-03-31 $2.2M 103k 21.53
2024-12-31 $2.3M 102k 22.70
2024-09-30 $2.0M 31k 66.52
2024-06-30 $1.9M 31k 62.87
2024-03-31 $1.8M 30k 61.05
2023-12-31 $1.7M 30k 55.67
2023-09-30 $1.3M 25k 49.85
2023-06-30 $1.2M 23k 51.70
2023-03-31 $1.1M 23k 47.85
2022-12-31 $1.0M 23k 44.81
2021-03-31 $999 7 142.86