Schwab U S Broad Market ETF shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.8M | 140k | 62.87 |
| 2024-03-31 | $8.6M | 141k | 61.05 |
| 2023-12-31 | $7.8M | 141k | 55.67 |
| 2023-09-30 | $7.0M | 140k | 49.85 |
| 2023-06-30 | $7.4M | 143k | 51.70 |
| 2023-03-31 | $6.8M | 143k | 47.85 |
| 2022-12-31 | $6.4M | 143k | 44.81 |
| 2022-09-30 | $5.6M | 133k | 41.99 |
| 2022-06-30 | $5.9M | 134k | 44.19 |
| 2022-03-31 | $8.0M | 151k | 53.39 |
| 2021-12-31 | $8.2M | 73k | 113.01 |
| 2021-09-30 | $7.6M | 73k | 103.87 |
| 2021-06-30 | $7.6M | 73k | 104.27 |
| 2021-03-31 | $7.0M | 73k | 96.70 |
| 2020-12-31 | $6.7M | 74k | 90.99 |
| 2020-09-30 | $5.9M | 74k | 79.63 |
| 2020-06-30 | $5.4M | 74k | 73.48 |
| 2020-03-31 | $4.6M | 76k | 60.43 |
| 2019-12-31 | $7.8M | 102k | 76.88 |
| 2019-09-30 | $7.6M | 107k | 71.02 |
| 2019-06-30 | $7.5M | 107k | 70.53 |
| 2019-03-31 | $7.2M | 105k | 68.05 |
| 2018-12-31 | $4.2M | 70k | 59.93 |
| 2018-09-30 | $2.1M | 30k | 70.40 |
| 2018-06-30 | $1.9M | 29k | 65.98 |
| 2018-03-31 | $2.2M | 34k | 63.79 |
| 2017-12-31 | $2.5M | 39k | 64.53 |
| 2017-09-30 | $2.5M | 41k | 60.91 |
| 2017-06-30 | $2.6M | 45k | 58.46 |
| 2017-03-31 | $2.6M | 46k | 57.06 |
| 2016-12-31 | $2.3M | 42k | 54.19 |
| 2016-09-30 | $2.1M | 40k | 52.33 |
| 2016-06-30 | $2.0M | 40k | 50.29 |
| 2016-03-31 | $2.0M | 40k | 49.29 |
| 2015-12-31 | $28M | 579k | 49.04 |
| 2015-09-30 | $1.6M | 34k | 46.38 |
| 2015-06-30 | $27M | 540k | 50.23 |
| 2015-03-31 | $26M | 520k | 50.48 |
| 2014-12-31 | $23M | 467k | 49.82 |
| 2014-09-30 | $17M | 365k | 47.55 |
| 2014-06-30 | $15M | 318k | 47.72 |
| 2014-03-31 | $13M | 282k | 45.71 |
| 2013-12-31 | $9.7M | 215k | 45.01 |
| 2013-09-30 | $7.7M | 186k | 41.09 |
| 2013-06-30 | $4.3M | 111k | 38.91 |
| 2013-03-31 | $281k | 7.4k | 37.96 |
| 2012-12-31 | $5.7k | 165 | 34.42 |
| 2012-09-30 | $2.3k | 65 | 34.62 |
| 2012-06-30 | $2.1k | 65 | 32.68 |
| 2012-03-31 | $2.0k | 45 | 44.44 |
| 2011-12-31 | $999 | 45 | 22.22 |
| 2011-09-30 | $999 | 45 | 22.22 |
| 2011-06-30 | $999 | 30 | 33.33 |