Schwab U S Broad Market ETF shares owned by Smithbridge Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smithbridge Asset Management
from 13F filings
Historical chart of Smithbridge Asset Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Smithbridge Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 18k | 66.52 |
2024-06-30 | $1.2M | 19k | 62.87 |
2024-03-31 | $1.2M | 19k | 61.05 |
2023-12-31 | $1.1M | 19k | 55.69 |
2023-09-30 | $967k | 19k | 49.86 |
2023-06-30 | $959k | 21k | 44.81 |
2023-03-31 | $1.0M | 21k | 47.84 |
2022-12-31 | $959k | 21k | 44.81 |
2022-09-30 | $1.0M | 24k | 41.97 |
2022-06-30 | $1.1M | 25k | 44.19 |
2022-03-31 | $1.5M | 27k | 53.39 |
2021-12-31 | $1.5M | 14k | 113.00 |
2021-09-30 | $1.4M | 14k | 103.85 |
2021-06-30 | $1.3M | 13k | 104.26 |
2021-03-31 | $1.3M | 13k | 96.73 |
2020-12-31 | $1.1M | 12k | 90.96 |
2020-09-30 | $897k | 11k | 79.63 |
2020-06-30 | $829k | 11k | 73.50 |
2020-03-31 | $676k | 11k | 60.39 |
2019-12-31 | $857k | 11k | 76.92 |
2019-09-30 | $655k | 9.2k | 71.03 |
2019-06-30 | $627k | 8.9k | 70.50 |
2019-03-31 | $553k | 8.1k | 68.06 |
2018-12-31 | $308k | 5.1k | 59.90 |
2018-09-30 | $284k | 4.0k | 70.42 |
2018-06-30 | $257k | 3.9k | 66.12 |
More positions owned by Smithbridge Asset Management
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