Schwab U S Broad Market ETF shares owned by Modus Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Modus Advisors
from 13F filings
Historical chart of Modus Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Modus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 26k | 66.52 |
| 2024-06-30 | $1.6M | 26k | 62.87 |
| 2024-03-31 | $1.6M | 26k | 61.05 |
| 2023-12-31 | $1.5M | 27k | 55.67 |
| 2023-09-30 | $1.3M | 27k | 49.85 |
| 2023-06-30 | $1.4M | 27k | 51.70 |
| 2023-03-31 | $1.3M | 27k | 47.85 |
| 2022-12-31 | $1.2M | 27k | 44.81 |
| 2022-09-30 | $1.2M | 29k | 41.98 |
| 2022-06-30 | $1.3M | 29k | 44.18 |
| 2022-03-31 | $1.5M | 29k | 53.38 |
| 2021-12-31 | $1.7M | 15k | 113.01 |
| 2021-09-30 | $1.7M | 17k | 103.86 |
| 2021-06-30 | $1.9M | 19k | 104.25 |
| 2021-03-31 | $1.9M | 19k | 96.72 |
| 2020-12-31 | $1.8M | 20k | 90.99 |
| 2020-09-30 | $1.8M | 23k | 79.64 |
| 2020-06-30 | $4.3M | 58k | 73.47 |
| 2020-03-31 | $6.9M | 114k | 60.43 |
| 2019-12-31 | $9.8M | 128k | 76.88 |