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Schwab U S Broad Market ETF shares owned by Goelzer Investment Management

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

Historical chart of Goelzer Investment Management 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 Goelzer Investment Management 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 Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $699k 27k 25.71
2025-06-30 $603k 25k 23.83
2025-03-31 $483k 22k 21.53