Schwab U S Broad Market ETF shares owned by Ohe Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ohe Financial
from 13F filings
Historical chart of Ohe Financial 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 Ohe Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Ohe Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $307k | 4.6k | 66.52 |
| 2024-06-30 | $289k | 4.6k | 62.87 |
| 2024-03-31 | $281k | 4.6k | 61.05 |
| 2023-09-30 | $228k | 4.6k | 49.85 |
| 2023-06-30 | $236k | 4.6k | 51.70 |
| 2023-03-31 | $217k | 4.5k | 47.85 |
| 2022-12-31 | $203k | 4.5k | 44.81 |
| 2022-09-30 | $244k | 5.8k | 41.99 |
| 2022-06-30 | $256k | 5.8k | 44.21 |
| 2022-03-31 | $308k | 5.8k | 53.36 |
| 2021-12-31 | $326k | 2.9k | 113.19 |
| 2021-09-30 | $298k | 2.9k | 103.76 |
| 2021-06-30 | $443k | 4.2k | 104.36 |
| 2021-03-31 | $422k | 4.4k | 96.68 |
| 2020-12-31 | $444k | 4.9k | 90.93 |
| 2020-09-30 | $403k | 5.1k | 79.68 |
| 2020-06-30 | $370k | 5.0k | 73.54 |
| 2020-03-31 | $2.0M | 40k | 49.90 |
| 2019-12-31 | $378k | 4.9k | 76.99 |
| 2019-09-30 | $381k | 5.4k | 71.14 |
| 2019-06-30 | $377k | 5.3k | 70.63 |
| 2019-03-31 | $413k | 6.1k | 68.19 |
| 2018-12-31 | $742k | 12k | 59.94 |
| 2018-09-30 | $846k | 12k | 70.45 |
| 2018-06-30 | $778k | 12k | 66.04 |
| 2018-03-31 | $752k | 12k | 63.81 |
| 2017-12-31 | $740k | 12k | 64.53 |
| 2017-09-30 | $697k | 11k | 60.99 |
| 2017-06-30 | $709k | 12k | 58.50 |
| 2017-03-31 | $757k | 13k | 57.10 |
| 2016-12-31 | $711k | 13k | 54.19 |
| 2016-09-30 | $555k | 11k | 52.32 |
| 2016-06-30 | $519k | 10k | 50.31 |
| 2016-03-31 | $477k | 9.7k | 49.33 |
| 2015-12-31 | $437k | 8.9k | 49.07 |
| 2015-09-30 | $381k | 8.2k | 46.50 |
| 2015-06-30 | $409k | 8.1k | 50.32 |
| 2015-03-31 | $436k | 8.6k | 50.57 |
| 2014-12-31 | $375k | 7.5k | 49.88 |
| 2014-09-30 | $349k | 7.3k | 47.57 |
| 2014-06-30 | $350k | 7.3k | 47.84 |
| 2014-03-31 | $307k | 6.7k | 45.81 |
| 2013-12-31 | $260k | 5.8k | 45.18 |