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Schwab U S Broad Market ETF shares owned by Somerset

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Somerset from 13F filings

Historical chart of Somerset 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 Somerset consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Somerset

Quarter filed Position value Share count Share price at filing
2023-12-31 $210k 3.8k 55.67
2019-09-30 $342k 4.8k 70.92
2019-06-30 $322k 4.6k 70.54
2019-03-31 $297k 4.4k 67.96
2018-12-31 $218k 3.6k 59.91
2018-09-30 $286k 4.1k 70.30
2018-06-30 $265k 4.0k 65.89
2018-03-31 $218k 3.4k 63.89