Schwab U S Broad Market ETF shares owned by Grandfield & Dodd
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Grandfield & Dodd
from 13F filings
Historical chart of Grandfield & Dodd investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Grandfield & Dodd
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 12k | 25.71 |
| 2025-06-30 | $292k | 12k | 23.83 |
| 2025-03-31 | $264k | 12k | 21.53 |
| 2024-12-31 | $282k | 12k | 22.70 |
| 2024-09-30 | $275k | 4.1k | 66.52 |
| 2024-06-30 | $260k | 4.1k | 62.87 |
| 2024-03-31 | $252k | 4.1k | 61.05 |
| 2023-12-31 | $231k | 4.1k | 55.67 |
| 2023-09-30 | $206k | 4.1k | 49.85 |
| 2022-03-31 | $220k | 4.1k | 54.00 |
| 2021-12-31 | $230k | 2.0k | 115.17 |