Schwab U S Broad Market ETF shares owned by PBWM Holdings
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by PBWM Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $17M | 347k | 47.85 |
2022-12-31 | $16M | 348k | 44.81 |
2022-09-30 | $14M | 337k | 41.99 |
2022-06-30 | $15M | 345k | 44.19 |
2022-03-31 | $19M | 362k | 53.39 |
2021-12-31 | $20M | 181k | 113.01 |
2021-09-30 | $19M | 187k | 103.86 |
2021-06-30 | $20M | 195k | 104.27 |
2021-03-31 | $20M | 208k | 96.71 |
2020-12-31 | $21M | 227k | 90.99 |
2020-09-30 | $19M | 238k | 79.64 |
2020-06-30 | $18M | 245k | 73.47 |
2020-03-31 | $15M | 246k | 60.43 |
2019-12-31 | $15M | 199k | 76.88 |
2019-09-30 | $14M | 199k | 71.02 |
2019-06-30 | $14M | 201k | 70.53 |
2019-03-31 | $13M | 195k | 68.05 |
2018-12-31 | $13M | 217k | 59.93 |
2018-09-30 | $20M | 289k | 70.39 |
2018-06-30 | $7.6M | 115k | 65.99 |
2018-03-31 | $7.1M | 111k | 63.79 |
2017-12-31 | $6.2M | 96k | 64.52 |
2017-09-30 | $5.7M | 93k | 60.90 |
2017-06-30 | $5.2M | 88k | 58.46 |
2017-03-31 | $5.3M | 92k | 57.06 |
2016-12-31 | $3.5M | 65k | 54.18 |
2016-09-30 | $2.8M | 53k | 52.33 |
2016-06-30 | $2.3M | 45k | 50.30 |
2016-03-31 | $2.0M | 41k | 49.27 |
2015-12-31 | $653k | 13k | 49.07 |
2015-09-30 | $367k | 7.9k | 46.44 |