Schwab U S Broad Market ETF shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates 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 Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 111k | 66.52 |
| 2024-06-30 | $6.5M | 104k | 62.87 |
| 2024-03-31 | $5.6M | 92k | 61.05 |
| 2023-12-31 | $3.4M | 61k | 55.67 |
| 2023-09-30 | $2.7M | 55k | 49.85 |
| 2023-06-30 | $2.4M | 47k | 51.70 |
| 2023-03-31 | $2.3M | 47k | 47.85 |
| 2022-12-31 | $2.1M | 46k | 44.81 |
| 2022-09-30 | $2.0M | 48k | 41.99 |
| 2022-06-30 | $1.9M | 44k | 44.19 |
| 2022-03-31 | $2.2M | 41k | 53.38 |
| 2021-12-31 | $2.3M | 20k | 113.03 |
| 2021-09-30 | $2.1M | 20k | 103.84 |
| 2021-06-30 | $2.1M | 20k | 104.28 |
| 2021-03-31 | $1.9M | 20k | 96.70 |
| 2020-12-31 | $1.7M | 19k | 90.97 |
| 2020-09-30 | $1.5M | 19k | 79.62 |
| 2020-06-30 | $1.4M | 19k | 73.48 |
| 2020-03-31 | $1.2M | 19k | 60.45 |
| 2019-12-31 | $1.5M | 20k | 76.86 |
| 2019-09-30 | $1.5M | 21k | 71.03 |
| 2019-06-30 | $1.5M | 21k | 70.53 |
| 2019-03-31 | $15M | 1.1M | 14.38 |
More positions owned by Joseph P. Lucia & Associates
View all positions for Joseph P. Lucia & Associates