Schwab U S Broad Market ETF shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $394k | 5.9k | 66.52 |
| 2024-06-30 | $370k | 5.9k | 62.87 |
| 2024-03-31 | $361k | 5.9k | 61.05 |
| 2023-12-31 | $328k | 5.9k | 55.67 |
| 2023-09-30 | $293k | 5.9k | 49.85 |
| 2023-06-30 | $303k | 5.9k | 51.70 |
| 2023-03-31 | $279k | 5.8k | 47.85 |
| 2022-12-31 | $261k | 5.8k | 44.81 |
| 2022-09-30 | $245k | 5.8k | 42.02 |
| 2022-06-30 | $258k | 5.8k | 44.25 |
| 2022-03-31 | $312k | 5.8k | 53.52 |
| 2021-12-31 | $330k | 2.9k | 113.21 |
| 2021-09-30 | $303k | 2.9k | 103.95 |
| 2021-06-30 | $304k | 2.9k | 104.29 |
| 2021-03-31 | $283k | 2.9k | 96.79 |
| 2020-12-31 | $266k | 2.9k | 90.88 |
| 2020-09-30 | $213k | 2.9k | 73.37 |
| 2020-06-30 | $213k | 2.9k | 73.37 |
| 2019-12-31 | $225k | 2.9k | 76.82 |
| 2019-09-30 | $206k | 2.9k | 71.03 |
| 2019-06-30 | $205k | 2.9k | 70.67 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners