Schwab U S Broad Market ETF shares owned by Strategic Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Advisors
from 13F filings
Historical chart of Strategic Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22M | 365k | 61.05 |
| 2023-12-31 | $21M | 373k | 55.67 |
| 2023-09-30 | $18M | 370k | 49.85 |
| 2023-06-30 | $19M | 362k | 51.70 |
| 2023-03-31 | $20M | 424k | 47.85 |
| 2022-12-31 | $19M | 429k | 44.81 |
| 2022-09-30 | $19M | 447k | 41.99 |
| 2022-06-30 | $20M | 441k | 44.19 |
| 2022-03-31 | $25M | 475k | 53.39 |
| 2021-12-31 | $30M | 266k | 113.01 |
| 2021-09-30 | $28M | 272k | 103.86 |
| 2021-06-30 | $28M | 272k | 104.27 |
| 2021-03-31 | $26M | 266k | 96.71 |
| 2020-12-31 | $25M | 272k | 92.69 |
| 2020-09-30 | $19M | 237k | 81.15 |
| 2020-06-30 | $19M | 248k | 77.78 |
| 2020-03-31 | $18M | 282k | 64.15 |
| 2019-12-31 | $22M | 281k | 76.88 |
| 2019-09-30 | $20M | 275k | 71.02 |
| 2019-06-30 | $19M | 275k | 70.53 |
| 2019-03-31 | $19M | 278k | 68.05 |
| 2018-12-31 | $17M | 286k | 59.93 |
| 2018-09-30 | $22M | 308k | 70.39 |
| 2018-06-30 | $20M | 306k | 65.99 |
| 2018-03-31 | $19M | 291k | 63.79 |
| 2017-12-31 | $16M | 253k | 64.52 |
| 2017-09-30 | $14M | 222k | 60.91 |
| 2017-06-30 | $12M | 211k | 58.46 |
| 2017-03-31 | $13M | 219k | 57.06 |
| 2016-12-31 | $9.3M | 171k | 54.18 |
| 2016-09-30 | $5.9M | 113k | 52.32 |
| 2016-06-30 | $5.6M | 111k | 50.30 |
| 2016-03-31 | $5.5M | 112k | 49.28 |
| 2015-12-31 | $5.0M | 103k | 49.04 |
| 2015-09-30 | $4.1M | 89k | 46.38 |
| 2015-06-30 | $5.2M | 105k | 50.23 |
| 2015-03-31 | $2.9M | 60k | 47.72 |
| 2014-12-31 | $3.3M | 66k | 49.82 |
| 2014-09-30 | $3.2M | 67k | 47.55 |
| 2014-06-30 | $2.9M | 60k | 47.72 |
| 2014-03-31 | $2.6M | 57k | 45.72 |
| 2013-12-31 | $2.4M | 54k | 45.02 |
| 2013-09-30 | $985k | 24k | 41.10 |
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