Schwab U S Broad Market ETF shares owned by Oxford Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35k | 525 | 66.49 |
| 2024-03-31 | $32k | 525 | 61.02 |
| 2023-12-31 | $29k | 525 | 55.65 |
| 2023-09-30 | $26k | 525 | 49.83 |
| 2023-06-30 | $27k | 525 | 51.68 |
| 2023-03-31 | $25k | 525 | 47.83 |
| 2022-12-31 | $23k | 506 | 44.81 |
| 2022-09-30 | $21k | 506 | 41.50 |
| 2022-06-30 | $22k | 506 | 43.48 |
| 2022-03-31 | $27k | 506 | 53.36 |
| 2021-12-31 | $29k | 253 | 114.62 |
| 2021-09-30 | $26k | 253 | 102.77 |
| 2021-06-30 | $26k | 253 | 102.77 |
| 2021-03-31 | $24k | 253 | 94.86 |
| 2020-12-31 | $23k | 253 | 90.91 |
| 2020-09-30 | $20k | 253 | 79.05 |
| 2020-06-30 | $19k | 253 | 75.10 |