Schwab U S Broad Market ETF shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $55M | 831k | 66.24 |
| 2024-03-31 | $44M | 724k | 61.01 |
| 2023-12-31 | $80M | 1.4M | 55.91 |
| 2023-09-30 | $33M | 665k | 49.96 |
| 2023-06-30 | $32M | 622k | 51.09 |
| 2023-03-31 | $27M | 572k | 47.06 |
| 2022-12-31 | $24M | 541k | 44.91 |
| 2022-09-30 | $23M | 520k | 44.69 |
| 2022-06-30 | $20M | 455k | 44.62 |
| 2022-03-31 | $20M | 373k | 54.32 |
| 2021-12-31 | $15M | 136k | 113.04 |
| 2021-09-30 | $9.0M | 85k | 104.98 |
| 2021-06-30 | $3.7M | 36k | 104.22 |
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