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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

Tip: Access up to 7 years of quarterly data

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
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