Schwab U S Broad Market ETF shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 70k | 66.52 |
| 2024-06-30 | $5.1M | 81k | 62.87 |
| 2024-03-31 | $4.7M | 77k | 61.05 |
| 2023-12-31 | $4.3M | 78k | 55.67 |
| 2023-09-30 | $3.9M | 79k | 49.85 |
| 2023-06-30 | $4.2M | 81k | 51.70 |
| 2023-03-31 | $3.8M | 80k | 47.85 |
| 2022-12-31 | $3.4M | 77k | 44.81 |
| 2022-09-30 | $3.3M | 79k | 41.98 |
| 2022-06-30 | $3.4M | 77k | 44.20 |
| 2022-03-31 | $4.2M | 78k | 53.39 |
| 2021-12-31 | $4.5M | 40k | 113.00 |
| 2021-09-30 | $4.1M | 39k | 103.86 |
| 2021-06-30 | $4.2M | 41k | 104.26 |
| 2021-03-31 | $4.1M | 43k | 96.71 |
| 2020-12-31 | $4.0M | 44k | 91.00 |
| 2020-09-30 | $3.5M | 45k | 79.64 |
| 2020-06-30 | $3.2M | 44k | 73.46 |
| 2020-03-31 | $2.5M | 41k | 60.43 |
| 2019-12-31 | $3.0M | 39k | 76.89 |
| 2019-09-30 | $2.6M | 36k | 71.07 |
| 2019-06-30 | $3.1M | 44k | 70.59 |
| 2019-03-31 | $2.9M | 43k | 68.12 |
| 2018-12-31 | $1.9M | 32k | 59.95 |
| 2018-09-30 | $1.8M | 25k | 70.28 |
| 2018-06-30 | $1.3M | 20k | 66.24 |
| 2018-03-31 | $615k | 9.7k | 63.57 |
| 2017-12-31 | $447k | 6.9k | 64.43 |
| 2017-09-30 | $561k | 9.2k | 61.06 |
| 2017-06-30 | $548k | 9.4k | 58.43 |
| 2017-03-31 | $570k | 10k | 57.02 |
| 2016-12-31 | $713k | 13k | 54.19 |
| 2016-09-30 | $686k | 13k | 52.31 |
| 2016-06-30 | $649k | 13k | 50.67 |
| 2016-03-31 | $227k | 4.6k | 49.24 |