Schwab U S Broad Market ETF shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Roundview Capital 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 Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 1.6M | 25.71 |
| 2025-06-30 | $39M | 1.6M | 23.83 |
| 2025-03-31 | $36M | 1.7M | 21.53 |
| 2024-12-31 | $36M | 1.6M | 22.70 |
| 2024-09-30 | $34M | 509k | 66.52 |
| 2024-06-30 | $28M | 448k | 62.87 |
| 2024-03-31 | $19M | 308k | 61.05 |
| 2023-12-31 | $15M | 263k | 55.67 |
| 2023-09-30 | $13M | 255k | 49.85 |
| 2023-06-30 | $13M | 244k | 51.70 |
| 2023-03-31 | $12M | 244k | 47.85 |
| 2022-12-31 | $11M | 242k | 44.81 |
| 2022-09-30 | $9.7M | 232k | 41.99 |
| 2022-06-30 | $10M | 232k | 44.19 |
| 2022-03-31 | $12M | 227k | 53.39 |
| 2021-12-31 | $12M | 109k | 113.01 |
| 2021-09-30 | $11M | 108k | 103.86 |
| 2021-06-30 | $11M | 106k | 104.27 |
| 2021-03-31 | $10M | 104k | 96.71 |
| 2020-12-31 | $9.8M | 108k | 90.99 |
| 2020-09-30 | $8.4M | 106k | 79.64 |
| 2020-06-30 | $7.5M | 103k | 73.47 |
| 2020-03-31 | $6.1M | 100k | 60.43 |
| 2019-12-31 | $8.4M | 109k | 76.88 |
| 2019-09-30 | $7.1M | 99k | 71.02 |
| 2019-06-30 | $6.8M | 96k | 70.53 |
| 2019-03-31 | $6.3M | 93k | 68.05 |
| 2018-12-31 | $4.8M | 80k | 59.93 |
| 2018-09-30 | $5.4M | 76k | 70.39 |
| 2018-06-30 | $4.6M | 70k | 65.99 |
| 2018-03-31 | $4.3M | 68k | 63.78 |
| 2017-12-31 | $4.2M | 66k | 64.52 |
| 2017-09-30 | $3.8M | 62k | 60.92 |
| 2017-06-30 | $3.4M | 57k | 58.46 |
| 2017-03-31 | $3.1M | 54k | 57.06 |
| 2016-12-31 | $2.8M | 51k | 54.17 |
| 2016-09-30 | $2.6M | 49k | 52.32 |
| 2016-06-30 | $2.3M | 46k | 50.29 |
| 2016-03-31 | $2.0M | 41k | 49.29 |
| 2015-12-31 | $1.7M | 34k | 49.03 |
| 2015-09-30 | $1.5M | 33k | 46.37 |
| 2015-06-30 | $1.3M | 25k | 50.23 |
| 2015-03-31 | $951k | 19k | 50.45 |
| 2014-12-31 | $777k | 16k | 49.81 |
| 2014-09-30 | $613k | 13k | 47.58 |
| 2014-06-30 | $565k | 12k | 47.68 |
| 2014-03-31 | $456k | 10k | 45.69 |
| 2013-12-31 | $336k | 7.5k | 45.03 |
| 2013-09-30 | $286k | 7.0k | 41.03 |
| 2013-06-30 | $223k | 5.7k | 38.97 |