Schwab U S Broad Market ETF shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.7M | 382k | 22.70 |
| 2024-09-30 | $8.4M | 126k | 66.52 |
| 2024-06-30 | $7.8M | 124k | 62.87 |
| 2024-03-31 | $7.6M | 124k | 61.05 |
| 2023-12-31 | $6.8M | 122k | 55.67 |
| 2023-09-30 | $6.1M | 122k | 49.85 |
| 2023-06-30 | $4.9M | 102k | 47.85 |
| 2023-03-31 | $4.9M | 102k | 47.85 |
| 2022-12-31 | $4.5M | 102k | 44.81 |
| 2022-09-30 | $4.5M | 108k | 41.99 |
| 2022-06-30 | $5.6M | 126k | 44.19 |
| 2022-03-31 | $5.7M | 106k | 53.39 |
| 2021-12-31 | $5.2M | 46k | 113.01 |
| 2021-09-30 | $4.3M | 41k | 103.85 |
| 2021-06-30 | $4.0M | 38k | 104.26 |
| 2021-03-31 | $3.6M | 37k | 96.72 |
| 2020-12-31 | $3.3M | 37k | 91.00 |
| 2020-09-30 | $2.9M | 36k | 79.65 |
| 2020-06-30 | $2.6M | 35k | 73.47 |
| 2020-03-31 | $2.1M | 35k | 60.44 |
| 2019-12-31 | $2.6M | 34k | 76.88 |
| 2019-09-30 | $2.4M | 34k | 71.01 |
| 2019-06-30 | $2.3M | 33k | 70.53 |
| 2019-03-31 | $2.0M | 29k | 68.04 |
| 2018-12-31 | $1.5M | 26k | 59.91 |
| 2018-09-30 | $1.7M | 25k | 70.39 |
| 2018-06-30 | $1.3M | 20k | 65.98 |
| 2018-03-31 | $1.2M | 18k | 63.80 |
| 2017-12-31 | $1.2M | 18k | 64.51 |
| 2017-09-30 | $846k | 14k | 60.91 |
| 2017-06-30 | $747k | 13k | 58.47 |
| 2017-03-31 | $725k | 13k | 57.02 |
| 2016-12-31 | $619k | 11k | 54.16 |
| 2016-09-30 | $518k | 9.9k | 52.34 |
| 2016-06-30 | $485k | 9.6k | 50.29 |
| 2016-03-31 | $357k | 7.2k | 49.30 |
| 2015-12-31 | $268k | 5.5k | 49.00 |
| 2015-09-30 | $273k | 5.9k | 46.44 |
| 2015-06-30 | $260k | 5.2k | 50.25 |
| 2015-03-31 | $171k | 3.4k | 50.53 |
| 2014-12-31 | $167k | 3.4k | 49.72 |