Schwab U S Broad Market ETF shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.0M | 48k | 21.23 |
| 2024-12-31 | $1.1M | 48k | 22.70 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $1.1M | 17k | 63.07 |
| 2024-03-31 | $1.1M | 18k | 60.56 |
| 2023-12-31 | $952k | 17k | 56.82 |
| 2023-09-30 | $803k | 16k | 49.85 |
| 2023-06-30 | $834k | 16k | 51.77 |
| 2023-03-31 | $767k | 16k | 47.82 |
| 2022-12-31 | $729k | 16k | 45.45 |
| 2022-09-30 | $844k | 19k | 45.11 |
| 2022-06-30 | $790k | 18k | 44.65 |
| 2022-03-31 | $811k | 16k | 52.46 |
| 2021-12-31 | $2.1M | 19k | 111.45 |
| 2021-09-30 | $2.0M | 18k | 110.24 |