Schwab U S Broad Market ETF shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 133k | 25.71 |
| 2025-06-30 | $3.2M | 133k | 23.83 |
| 2025-03-31 | $2.9M | 133k | 21.53 |
| 2024-12-31 | $3.0M | 133k | 22.70 |
| 2024-09-30 | $3.0M | 45k | 66.52 |
| 2024-06-30 | $2.6M | 41k | 62.87 |
| 2024-03-31 | $2.5M | 42k | 61.05 |
| 2023-12-31 | $2.1M | 38k | 55.67 |
| 2023-09-30 | $1.9M | 38k | 49.85 |
| 2023-06-30 | $1.6M | 32k | 51.70 |
| 2023-03-31 | $1.1M | 24k | 47.85 |
| 2022-12-31 | $773k | 17k | 44.81 |
| 2022-09-30 | $1.7M | 42k | 41.98 |
| 2022-06-30 | $1.8M | 42k | 44.18 |
| 2022-03-31 | $933k | 19k | 48.51 |
| 2021-12-31 | $1.1M | 9.4k | 112.98 |
| 2021-09-30 | $984k | 9.5k | 103.84 |
| 2021-06-30 | $950k | 9.1k | 104.25 |
| 2021-03-31 | $701k | 7.3k | 96.69 |
| 2020-12-31 | $628k | 6.9k | 91.05 |
| 2012-03-31 | $701k | 7.3k | 96.69 |