Schwab U S Broad Market ETF shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 44k | 25.71 |
| 2025-06-30 | $1.2M | 49k | 23.83 |
| 2025-03-31 | $1.0M | 48k | 21.53 |
| 2024-12-31 | $1.3M | 57k | 22.70 |
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $1.1M | 18k | 62.87 |
| 2024-03-31 | $1.1M | 18k | 61.05 |
| 2023-12-31 | $997k | 18k | 55.67 |
| 2023-09-30 | $927k | 19k | 49.85 |
| 2023-06-30 | $961k | 19k | 51.70 |
| 2023-03-31 | $890k | 19k | 47.85 |
| 2022-12-31 | $878k | 20k | 44.81 |
| 2022-09-30 | $823k | 20k | 42.00 |
| 2022-06-30 | $866k | 20k | 44.20 |
| 2022-03-31 | $1.0M | 20k | 53.39 |
| 2021-12-31 | $1.1M | 9.8k | 112.97 |
| 2021-09-30 | $1.0M | 9.8k | 103.89 |
| 2021-06-30 | $1.0M | 9.8k | 104.30 |
| 2021-03-31 | $948k | 9.8k | 96.74 |
| 2020-12-31 | $892k | 9.8k | 91.03 |
| 2020-09-30 | $407k | 5.1k | 79.71 |
| 2020-06-30 | $375k | 5.1k | 73.44 |
| 2020-03-31 | $309k | 5.1k | 60.52 |
| 2019-12-31 | $393k | 5.1k | 76.97 |
| 2019-09-30 | $363k | 5.1k | 71.09 |
| 2019-06-30 | $360k | 5.1k | 70.51 |
More positions owned by Smith, Salley & Associates
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