Schwab U S Broad Market ETF shares owned by James Investment Research
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 186k | 25.71 |
| 2025-06-30 | $3.8M | 161k | 23.83 |
| 2025-03-31 | $3.2M | 150k | 21.53 |
| 2024-12-31 | $2.8M | 126k | 22.70 |
| 2024-09-30 | $2.2M | 34k | 66.52 |
| 2024-06-30 | $2.0M | 33k | 62.87 |
| 2024-03-31 | $1.8M | 29k | 61.05 |
| 2023-12-31 | $1.4M | 26k | 55.67 |
| 2023-09-30 | $1.1M | 22k | 49.85 |
| 2023-06-30 | $760k | 15k | 51.70 |
| 2023-03-31 | $575k | 12k | 47.87 |
| 2022-12-31 | $338k | 7.5k | 44.85 |
| 2022-09-30 | $350k | 8.3k | 42.03 |
| 2022-06-30 | $138k | 3.1k | 44.22 |
| 2022-03-31 | $39k | 723 | 53.94 |