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Schwab U S Broad Market ETF shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $33k 1.3k 26.24
2025-09-30 $32k 1.3k 25.70
2025-06-30 $30k 1.3k 23.83
2025-03-31 $27k 1.3k 21.53
2024-12-31 $28k 1.2k 22.71
2024-09-30 $28k 415 66.52
2024-06-30 $26k 414 62.83
2024-03-31 $25k 412 61.11
2023-12-31 $23k 411 55.69
2023-09-30 $20k 409 49.90
2023-06-30 $21k 408 51.68
2023-03-31 $19k 406 47.89
2022-12-31 $18k 405 44.79
2022-09-30 $17k 403 42.18
2022-06-30 $18k 401 44.89
2022-03-31 $21k 400 52.50
2021-12-31 $23k 199 115.58
2021-09-30 $21k 198 106.06
2021-06-30 $21k 198 106.06
2021-03-31 $19k 197 96.45
2020-12-31 $18k 197 91.37
2020-09-30 $16k 196 81.63
2020-06-30 $14k 194 72.16
2020-03-31 $12k 193 62.18
2019-12-31 $15k 193 77.72
2019-09-30 $14k 191 73.30
2019-06-30 $13k 190 68.42
2019-03-31 $13k 190 68.42
2018-12-31 $11k 189 58.20
2018-09-30 $13k 187 69.52
2018-06-30 $12k 186 64.52
2018-03-31 $12k 186 64.52
2017-12-31 $12k 185 64.86
2017-09-30 $11k 185 59.46
2017-06-30 $11k 184 59.78

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Schwab U S Broad Market ETF

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View all funds holding Schwab U S Broad Market ETF