Schwab U S Broad Market ETF shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by James J. Burns & Company 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 James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 717k | 25.71 |
| 2025-06-30 | $17M | 704k | 23.83 |
| 2025-03-31 | $16M | 719k | 21.53 |
| 2024-12-31 | $17M | 738k | 22.70 |
| 2024-09-30 | $17M | 250k | 66.52 |
| 2024-06-30 | $15M | 244k | 62.87 |
| 2024-03-31 | $9.5M | 157k | 60.42 |
| 2023-09-30 | $8.3M | 166k | 49.85 |
| 2023-06-30 | $8.6M | 166k | 51.70 |
| 2023-03-31 | $7.6M | 158k | 47.85 |
| 2022-12-31 | $4.8M | 107k | 44.81 |
| 2022-09-30 | $4.7M | 113k | 41.99 |