Schwab U S Broad Market ETF shares owned by Phocas Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $827k | 36k | 22.70 |
| 2024-09-30 | $808k | 12k | 66.52 |
| 2024-06-30 | $806k | 13k | 62.87 |
| 2024-03-31 | $425k | 14k | 30.55 |
| 2023-12-31 | $388k | 7.0k | 55.67 |
| 2023-09-30 | $2.4M | 47k | 49.85 |
| 2023-06-30 | $2.6M | 50k | 51.70 |
| 2023-03-31 | $2.5M | 52k | 47.85 |
| 2022-12-31 | $2.4M | 53k | 44.81 |
| 2022-09-30 | $2.3M | 54k | 41.99 |
| 2022-06-30 | $2.3M | 53k | 44.19 |
| 2022-03-31 | $2.8M | 52k | 53.39 |
| 2021-06-30 | $2.7M | 26k | 104.26 |
| 2021-03-31 | $2.5M | 26k | 96.69 |
| 2020-12-31 | $2.6M | 29k | 90.97 |
| 2020-06-30 | $2.2M | 30k | 73.44 |
| 2020-03-31 | $1.2M | 21k | 60.41 |
| 2019-12-31 | $1.5M | 19k | 76.83 |
| 2019-09-30 | $1.4M | 19k | 71.02 |
| 2019-06-30 | $133M | 19k | 7053.00 |
| 2019-03-31 | $1.3M | 19k | 68.03 |
| 2018-12-31 | $1.1M | 19k | 59.92 |
| 2018-09-30 | $1.4M | 20k | 70.38 |
| 2018-06-30 | $1.4M | 21k | 65.97 |
| 2018-03-31 | $1.1k | 21k | 0.05 |
| 2017-12-31 | $1.4M | 21k | 64.51 |
| 2017-09-30 | $914 | 23k | 0.04 |
| 2017-06-30 | $1.2M | 21k | 58.44 |
| 2017-03-31 | $1.2M | 21k | 57.08 |
| 2016-12-31 | $1.1M | 21k | 54.17 |