Schwab U S Broad Market ETF shares owned by Hoertkorn Richard Charles
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Hoertkorn Richard Charles
from 13F filings
Historical chart of Hoertkorn Richard Charles investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Hoertkorn Richard Charles consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Hoertkorn Richard Charles
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60k | 900 | 66.52 |
| 2024-06-30 | $57k | 900 | 62.87 |
| 2024-03-31 | $55k | 900 | 61.05 |
| 2023-12-31 | $50k | 900 | 55.67 |
| 2023-09-30 | $45k | 900 | 49.85 |
| 2023-06-30 | $47k | 900 | 51.70 |
| 2023-03-31 | $43k | 900 | 47.85 |
| 2022-12-31 | $40k | 900 | 44.81 |
| 2022-09-30 | $38k | 900 | 42.22 |
| 2022-06-30 | $40k | 900 | 44.44 |
| 2022-03-31 | $48k | 900 | 53.33 |
| 2021-12-31 | $51k | 450 | 113.33 |
| 2021-09-30 | $47k | 450 | 104.44 |
| 2021-06-30 | $47k | 450 | 104.44 |
| 2021-03-31 | $44k | 450 | 97.78 |
| 2020-12-31 | $42k | 465 | 90.32 |
| 2020-09-30 | $37k | 465 | 79.57 |
| 2020-06-30 | $34k | 465 | 73.12 |
| 2020-03-31 | $28k | 465 | 60.22 |
| 2019-12-31 | $38k | 500 | 76.00 |
| 2019-09-30 | $36k | 500 | 72.00 |
More positions owned by Hoertkorn Richard Charles
Home Depot (HD)
View all positions for Hoertkorn Richard Charles