Schwab U S Broad Market ETF shares owned by Howe and Rusling
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 88k | 25.71 |
| 2025-06-30 | $2.2M | 92k | 23.83 |
| 2025-03-31 | $1.9M | 88k | 21.53 |
| 2024-12-31 | $1.9M | 86k | 22.70 |
| 2024-09-30 | $1.9M | 28k | 66.52 |
| 2024-03-31 | $1.8M | 29k | 61.05 |
| 2023-12-31 | $1.6M | 29k | 55.67 |
| 2023-09-30 | $1.5M | 31k | 49.85 |
| 2023-06-30 | $1.4M | 27k | 51.70 |
| 2023-03-31 | $1.5M | 32k | 47.85 |
| 2022-12-31 | $28k | 620 | 44.81 |
| 2022-09-30 | $26k | 620 | 41.94 |
| 2022-06-30 | $60k | 1.3k | 44.54 |
| 2022-03-31 | $64k | 1.2k | 53.42 |
| 2021-12-31 | $48k | 425 | 112.94 |
| 2021-09-30 | $44k | 424 | 103.77 |
| 2021-06-30 | $44k | 423 | 104.02 |
| 2021-03-31 | $23k | 234 | 98.29 |
| 2020-12-31 | $21k | 234 | 89.74 |
| 2020-09-30 | $4.0k | 48 | 83.33 |
| 2020-06-30 | $4.0k | 48 | 83.33 |
| 2020-03-31 | $3.0k | 48 | 62.50 |
| 2019-12-31 | $4.0k | 48 | 83.33 |
| 2019-09-30 | $3.0k | 48 | 62.50 |
| 2019-06-30 | $3.0k | 48 | 62.50 |
| 2019-03-31 | $3.0k | 48 | 62.50 |
| 2018-12-31 | $29k | 480 | 60.42 |
| 2018-09-30 | $4.0k | 54 | 74.07 |
| 2018-06-30 | $4.0k | 54 | 74.07 |
| 2015-09-30 | $6.0k | 122 | 49.18 |
| 2015-06-30 | $5.0k | 108 | 46.30 |
| 2015-03-31 | $3.0k | 62 | 48.39 |
| 2014-12-31 | $5.0k | 95 | 52.63 |
| 2014-09-30 | $4.0k | 84 | 47.62 |
| 2014-06-30 | $3.0k | 60 | 50.00 |
| 2014-03-31 | $3.0k | 60 | 50.00 |