Schwab U S Broad Market ETF shares owned by Krilogy Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Krilogy Financial
from 13F filings
Historical chart of Krilogy Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Krilogy Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 55k | 55.67 |
| 2023-09-30 | $3.0M | 60k | 49.85 |
| 2023-06-30 | $3.3M | 64k | 51.70 |
| 2023-03-31 | $3.1M | 64k | 47.85 |
| 2022-12-31 | $8.4M | 189k | 44.81 |
| 2022-09-30 | $8.9M | 213k | 41.99 |
| 2022-06-30 | $9.2M | 208k | 44.19 |
| 2022-03-31 | $12M | 222k | 53.39 |
| 2021-12-31 | $12M | 107k | 113.01 |
| 2021-09-30 | $9.0M | 87k | 103.86 |
| 2021-06-30 | $4.3M | 41k | 104.26 |
| 2021-03-31 | $4.1M | 43k | 96.72 |
| 2020-12-31 | $4.0M | 44k | 90.98 |
| 2020-09-30 | $3.6M | 45k | 79.65 |
| 2020-06-30 | $2.8M | 39k | 73.46 |
| 2020-03-31 | $2.4M | 40k | 60.42 |
| 2019-12-31 | $3.1M | 41k | 76.88 |
| 2019-09-30 | $2.5M | 35k | 71.01 |
| 2019-06-30 | $2.4M | 34k | 70.54 |
| 2019-03-31 | $2.3M | 34k | 68.05 |
| 2018-12-31 | $2.0M | 33k | 59.92 |
| 2018-09-30 | $1.8M | 26k | 70.38 |
| 2018-06-30 | $1.8M | 27k | 65.98 |
| 2018-03-31 | $1.8M | 28k | 63.78 |
| 2017-12-31 | $1.7M | 27k | 64.51 |
| 2017-09-30 | $1.6M | 26k | 60.93 |
| 2017-06-30 | $1.5M | 26k | 58.44 |
| 2017-03-31 | $1.7M | 32k | 54.19 |
| 2016-12-31 | $1.7M | 32k | 54.19 |
| 2016-09-30 | $1.7M | 32k | 52.31 |
| 2016-06-30 | $1.4M | 27k | 50.29 |
| 2016-03-31 | $1.1M | 23k | 49.26 |
| 2015-09-30 | $1.2M | 25k | 46.40 |