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Schwab U S Broad Market ETF shares owned by Lgl Partners

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lgl Partners from 13F filings

Historical chart of Lgl Partners 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 Lgl Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Lgl Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $86M 1.5M 55.67
2023-09-30 $77M 1.5M 49.85
2023-06-30 $79M 1.5M 51.70
2023-03-31 $73M 1.5M 47.85
2022-12-31 $68M 1.5M 44.81
2022-09-30 $64M 1.5M 41.99
2022-06-30 $67M 1.5M 44.19
2022-03-31 $71M 1.3M 53.39
2021-12-31 $75M 662k 113.01