Schwab U S Broad Market ETF shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $926k | 15k | 61.05 |
| 2023-12-31 | $880k | 16k | 55.67 |
| 2023-09-30 | $767k | 15k | 49.85 |
| 2023-06-30 | $810k | 16k | 51.70 |
| 2023-03-31 | $905k | 19k | 47.87 |
| 2022-12-31 | $1.2M | 27k | 44.81 |
| 2022-09-30 | $1.2M | 28k | 41.99 |
| 2022-06-30 | $1.4M | 31k | 44.20 |
| 2022-03-31 | $1.8M | 33k | 53.38 |
| 2021-12-31 | $1.8M | 16k | 113.03 |
| 2021-09-30 | $1.8M | 17k | 103.89 |
| 2021-06-30 | $1.7M | 17k | 104.28 |
| 2021-03-31 | $1.6M | 17k | 96.70 |
| 2020-12-31 | $1.4M | 16k | 90.98 |
| 2020-09-30 | $106k | 1.6k | 68.26 |
| 2020-06-30 | $1.3M | 17k | 73.46 |
| 2019-12-31 | $1.5M | 19k | 76.90 |