Schwab U S Broad Market ETF shares owned by Smith Anglin Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smith Anglin Financial
from 13F filings
Historical chart of Smith Anglin Financial investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Smith Anglin Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Smith Anglin Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $624k | 26k | 23.83 |
| 2025-03-31 | $562k | 26k | 21.53 |
| 2024-12-31 | $590k | 26k | 22.70 |
| 2024-09-30 | $687k | 10k | 66.52 |
| 2024-06-30 | $895k | 14k | 62.87 |
| 2024-03-31 | $870k | 14k | 61.05 |
| 2023-12-31 | $793k | 14k | 55.67 |
| 2023-09-30 | $707k | 14k | 49.85 |
| 2023-06-30 | $731k | 14k | 51.70 |
| 2023-03-31 | $675k | 14k | 47.85 |
| 2022-12-31 | $630k | 14k | 44.81 |
| 2022-09-30 | $587k | 14k | 41.97 |
| 2022-06-30 | $615k | 14k | 44.16 |
| 2022-03-31 | $741k | 14k | 53.42 |
| 2021-12-31 | $780k | 6.9k | 113.03 |
| 2021-09-30 | $873k | 8.4k | 103.87 |
| 2021-06-30 | $874k | 8.4k | 104.32 |
| 2021-03-31 | $808k | 8.4k | 96.73 |
| 2020-12-31 | $758k | 8.3k | 91.02 |