Schwab U S Broad Market ETF shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1M | 354k | 25.71 |
| 2025-06-30 | $8.6M | 359k | 23.83 |
| 2025-03-31 | $7.8M | 362k | 21.53 |
| 2024-12-31 | $8.3M | 365k | 22.70 |
| 2024-09-30 | $8.5M | 128k | 66.52 |
| 2024-06-30 | $9.5M | 151k | 62.87 |
| 2024-03-31 | $9.6M | 157k | 61.05 |
| 2023-12-31 | $9.1M | 164k | 55.67 |
| 2023-09-30 | $8.4M | 168k | 49.85 |
| 2023-06-30 | $9.0M | 174k | 51.70 |
| 2023-03-31 | $9.0M | 189k | 47.85 |
| 2022-12-31 | $8.7M | 193k | 44.81 |
| 2022-09-30 | $7.6M | 180k | 41.99 |
| 2022-06-30 | $7.7M | 175k | 44.19 |
| 2022-03-31 | $12M | 214k | 53.56 |
| 2021-12-31 | $12M | 108k | 113.01 |
| 2021-09-30 | $12M | 111k | 103.86 |
| 2021-06-30 | $12M | 112k | 104.27 |
| 2021-03-31 | $11M | 116k | 96.71 |
| 2020-12-31 | $11M | 119k | 90.99 |
| 2020-09-30 | $9.9M | 124k | 79.64 |
| 2020-06-30 | $9.7M | 132k | 73.47 |
More positions owned by Rockbridge Investment Management, LCC
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