Schwab U S Broad Market ETF shares owned by Klingman & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 17k | 25.71 |
| 2025-06-30 | $415k | 17k | 23.83 |
| 2025-03-31 | $375k | 17k | 21.53 |
| 2024-12-31 | $395k | 17k | 22.70 |
| 2024-09-30 | $373k | 5.6k | 66.52 |
| 2024-06-30 | $353k | 5.6k | 62.87 |
| 2024-03-31 | $343k | 5.6k | 61.05 |
| 2023-12-31 | $312k | 5.6k | 55.67 |
| 2023-09-30 | $280k | 5.6k | 49.85 |
| 2023-06-30 | $290k | 5.6k | 51.70 |
| 2023-03-31 | $268k | 5.6k | 47.85 |
| 2022-12-31 | $209k | 4.7k | 44.81 |
| 2022-06-30 | $206k | 4.7k | 44.17 |
| 2022-03-31 | $249k | 4.7k | 53.39 |
| 2021-12-31 | $264k | 2.3k | 113.21 |
| 2021-09-30 | $242k | 2.3k | 103.77 |
| 2021-06-30 | $243k | 2.3k | 104.20 |
| 2021-03-31 | $226k | 2.3k | 96.91 |