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 |
|---|---|---|---|
| 2023-12-31 | $9.1M | 164k | 55.67 |
| 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
View all positions for Rockbridge Investment Management, LCC