Schwab U S Broad Market ETF shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sharkey, Howes & Javer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 129k | 66.52 |
| 2024-06-30 | $8.5M | 136k | 62.87 |
| 2024-03-31 | $8.8M | 144k | 61.05 |
| 2023-12-31 | $7.6M | 136k | 55.67 |
| 2023-09-30 | $6.6M | 133k | 49.85 |
| 2023-06-30 | $1.1M | 22k | 51.70 |
| 2023-03-31 | $1.2M | 24k | 47.85 |
| 2022-12-31 | $1.2M | 26k | 44.81 |
| 2022-09-30 | $3.1M | 74k | 41.98 |
| 2022-06-30 | $1.0M | 23k | 44.17 |
| 2022-03-31 | $1.4M | 26k | 53.38 |
| 2021-12-31 | $1.6M | 14k | 113.01 |
| 2021-09-30 | $1.5M | 14k | 103.89 |
| 2021-06-30 | $1.5M | 14k | 104.24 |
| 2021-03-31 | $1.4M | 14k | 96.72 |
| 2020-12-31 | $1.3M | 14k | 90.97 |
| 2020-09-30 | $1.2M | 15k | 79.62 |
| 2020-06-30 | $1.2M | 16k | 73.46 |
| 2020-03-31 | $993k | 16k | 60.42 |
| 2019-12-31 | $1.5M | 19k | 76.88 |
| 2019-09-30 | $7.6M | 107k | 71.02 |
| 2019-06-30 | $8.1M | 114k | 70.53 |
| 2019-03-31 | $7.5M | 111k | 68.05 |
| 2018-12-31 | $1.1M | 18k | 59.95 |
| 2018-09-30 | $331k | 4.7k | 70.40 |
| 2018-06-30 | $370k | 5.6k | 66.01 |
| 2018-03-31 | $357k | 5.6k | 63.69 |
| 2017-12-31 | $12M | 241k | 51.17 |
| 2017-09-30 | $437k | 7.1k | 61.64 |
| 2017-06-30 | $483k | 8.3k | 58.46 |
| 2017-03-31 | $543k | 9.5k | 57.05 |
| 2016-12-31 | $551k | 10k | 54.22 |
| 2016-09-30 | $587k | 11k | 52.33 |
| 2016-06-30 | $584k | 12k | 50.31 |
| 2016-03-31 | $630k | 13k | 49.25 |
| 2015-12-31 | $21k | 261 | 80.46 |
| 2015-09-30 | $37k | 783 | 47.25 |
| 2015-06-30 | $45k | 886 | 50.79 |
| 2015-03-31 | $45k | 886 | 50.79 |