Schwab U S Broad Market ETF shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 233k | 25.71 |
| 2025-06-30 | $5.6M | 233k | 23.83 |
| 2025-03-31 | $5.0M | 233k | 21.53 |
| 2024-12-31 | $5.3M | 233k | 22.70 |
| 2024-09-30 | $5.2M | 78k | 66.52 |
| 2024-06-30 | $4.9M | 78k | 62.87 |
| 2024-03-31 | $4.5M | 74k | 61.05 |
| 2023-09-30 | $3.7M | 74k | 49.85 |
| 2023-06-30 | $3.9M | 75k | 51.70 |
| 2023-03-31 | $3.8M | 79k | 47.85 |
| 2022-12-31 | $3.8M | 85k | 44.81 |
| 2022-09-30 | $3.6M | 85k | 41.99 |
| 2022-06-30 | $3.9M | 89k | 44.19 |
| 2022-03-31 | $4.1M | 78k | 53.38 |
| 2021-12-31 | $4.4M | 39k | 113.02 |
| 2021-09-30 | $4.1M | 39k | 103.87 |
| 2021-06-30 | $4.4M | 42k | 104.26 |
| 2021-03-31 | $3.7M | 39k | 96.71 |
| 2020-12-31 | $3.5M | 39k | 90.98 |
| 2020-09-30 | $3.1M | 39k | 79.63 |
| 2020-06-30 | $2.9M | 40k | 73.47 |
| 2020-03-31 | $2.4M | 40k | 60.43 |
| 2019-12-31 | $2.7M | 35k | 76.89 |
| 2019-09-30 | $2.5M | 35k | 71.03 |
| 2019-06-30 | $2.5M | 36k | 70.53 |
| 2019-03-31 | $2.4M | 36k | 68.05 |
| 2018-12-31 | $2.1M | 36k | 59.93 |
| 2018-09-30 | $2.6M | 37k | 70.40 |
| 2018-06-30 | $2.4M | 37k | 65.98 |
| 2018-03-31 | $2.8M | 43k | 63.80 |
| 2017-12-31 | $2.1M | 32k | 64.52 |
| 2017-09-30 | $2.0M | 33k | 60.90 |
| 2017-06-30 | $1.9M | 33k | 58.45 |
| 2017-03-31 | $1.9M | 33k | 57.07 |
| 2016-12-31 | $1.8M | 33k | 54.17 |
| 2016-09-30 | $1.7M | 33k | 52.33 |
| 2016-06-30 | $1.6M | 32k | 50.29 |
| 2016-03-31 | $1.5M | 31k | 49.29 |
| 2015-12-31 | $1.6M | 33k | 49.05 |
| 2015-09-30 | $1.6M | 34k | 46.38 |
| 2015-06-30 | $1.5M | 30k | 50.22 |
| 2015-03-31 | $1.5M | 30k | 50.49 |
| 2014-12-31 | $1.5M | 29k | 49.81 |
| 2014-09-30 | $1.4M | 29k | 47.55 |
| 2014-06-30 | $1.4M | 29k | 47.72 |
| 2014-03-31 | $1.2M | 27k | 45.72 |
| 2013-12-31 | $1.2M | 27k | 45.01 |
| 2013-09-30 | $1.1M | 27k | 41.09 |
| 2013-06-30 | $1.0M | 27k | 38.90 |
| 2013-03-31 | $968k | 26k | 37.96 |
| 2012-12-31 | $877k | 26k | 34.39 |
| 2012-06-30 | $833k | 26k | 32.67 |
| 2012-03-31 | $729k | 22k | 33.91 |
| 2011-12-31 | $650k | 22k | 30.22 |
| 2011-09-30 | $676k | 25k | 27.07 |
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