Schwab U S Broad Market ETF shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 76k | 25.71 |
| 2025-06-30 | $1.9M | 78k | 23.83 |
| 2025-03-31 | $1.7M | 77k | 21.53 |
| 2024-12-31 | $1.8M | 78k | 22.70 |
| 2024-09-30 | $1.7M | 26k | 66.52 |
| 2024-06-30 | $1.6M | 26k | 62.87 |
| 2024-03-31 | $1.6M | 26k | 61.05 |
| 2023-12-31 | $1.4M | 26k | 55.67 |
| 2023-09-30 | $1.3M | 26k | 49.85 |
| 2023-06-30 | $1.3M | 26k | 51.70 |
| 2023-03-31 | $1.2M | 26k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
| 2022-09-30 | $1.0M | 24k | 41.99 |
| 2022-06-30 | $1.2M | 27k | 44.20 |
| 2022-03-31 | $1.5M | 28k | 53.38 |
| 2021-12-31 | $1.7M | 15k | 113.00 |
| 2021-09-30 | $1.6M | 15k | 103.87 |
| 2021-06-30 | $1.6M | 15k | 104.24 |
| 2021-03-31 | $1.4M | 15k | 96.68 |
| 2020-12-31 | $1.4M | 15k | 91.00 |
| 2020-09-30 | $1.2M | 15k | 79.62 |
| 2020-06-30 | $1.2M | 16k | 73.49 |
| 2020-03-31 | $935k | 16k | 60.45 |
| 2019-12-31 | $1.3M | 17k | 76.87 |
| 2019-09-30 | $1.2M | 17k | 70.99 |
| 2019-06-30 | $1.2M | 17k | 70.56 |
| 2019-03-31 | $1.2M | 17k | 68.07 |
| 2018-12-31 | $1.1M | 18k | 59.92 |
| 2018-09-30 | $923k | 13k | 70.42 |
| 2018-06-30 | $882k | 13k | 66.00 |
| 2018-03-31 | $744k | 12k | 63.77 |
| 2017-12-31 | $793k | 12k | 64.55 |