Schwab U S Broad Market ETF shares owned by Grimes & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $785k | 12k | 66.52 |
| 2024-06-30 | $738k | 12k | 62.87 |
| 2024-03-31 | $716k | 12k | 61.05 |
| 2023-12-31 | $656k | 12k | 55.67 |
| 2023-09-30 | $585k | 12k | 49.85 |
| 2023-06-30 | $604k | 12k | 51.70 |
| 2023-03-31 | $559k | 12k | 47.85 |
| 2022-12-31 | $524k | 12k | 44.81 |
| 2022-09-30 | $694k | 17k | 41.98 |
| 2022-06-30 | $731k | 17k | 44.22 |
| 2022-03-31 | $882k | 17k | 53.36 |
| 2021-12-31 | $935k | 8.3k | 112.98 |
| 2021-09-30 | $800k | 7.7k | 103.88 |
| 2021-06-30 | $741k | 7.1k | 104.20 |
| 2021-03-31 | $706k | 7.3k | 96.75 |
| 2020-12-31 | $355k | 3.9k | 91.05 |
| 2020-09-30 | $285k | 3.6k | 79.70 |
| 2020-06-30 | $263k | 3.6k | 73.59 |
| 2020-03-31 | $216k | 3.6k | 60.45 |
| 2019-12-31 | $275k | 3.6k | 76.99 |
| 2019-09-30 | $254k | 3.6k | 71.15 |
| 2019-06-30 | $252k | 3.6k | 70.61 |
| 2019-03-31 | $240k | 3.5k | 68.01 |
| 2018-12-31 | $211k | 3.5k | 59.82 |
| 2018-09-30 | $248k | 3.5k | 70.35 |
| 2018-06-30 | $218k | 3.3k | 66.06 |
| 2018-03-31 | $211k | 3.3k | 63.94 |
| 2017-12-31 | $213k | 3.3k | 64.55 |
| 2017-09-30 | $201k | 3.3k | 60.91 |