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Schwab U S Broad Market ETF shares owned by Newman & Schimel

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

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $4.5M 101k 44.81
2022-09-30 $4.0M 95k 41.99
2022-06-30 $2.7M 61k 44.20
2022-03-31 $3.2M 61k 53.39
2021-12-31 $2.5M 22k 113.01
2021-09-30 $1.6M 15k 103.83
2021-06-30 $1.3M 13k 104.26
2021-03-31 $1.3M 14k 96.73
2020-12-31 $578k 6.4k 91.02