Schwab U S Broad Market ETF shares owned by Great Lakes Retirement
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Great Lakes Retirement
from 13F filings
Historical chart of Great Lakes Retirement investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Great Lakes Retirement 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 Great Lakes Retirement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 899k | 25.71 |
| 2025-06-30 | $21M | 899k | 23.83 |
| 2025-03-31 | $19M | 888k | 21.53 |
| 2024-12-31 | $20M | 888k | 22.70 |
| 2024-09-30 | $20M | 300k | 66.52 |
| 2024-06-30 | $19M | 300k | 63.07 |
| 2024-03-31 | $19M | 304k | 61.05 |
| 2023-12-31 | $17M | 311k | 55.67 |
| 2023-09-30 | $16M | 315k | 49.85 |
| 2023-06-30 | $17M | 319k | 51.70 |
| 2023-03-31 | $16M | 323k | 47.85 |
| 2022-12-31 | $15M | 335k | 44.81 |
| 2020-03-31 | $6.4M | 106k | 60.50 |
| 2019-12-31 | $7.4M | 97k | 76.93 |