Schwab U S Broad Market ETF shares owned by Strategic Equity Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Equity Management
from 13F filings
Historical chart of Strategic Equity Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 12k | 25.71 |
| 2025-06-30 | $319k | 13k | 23.83 |
| 2025-03-31 | $317k | 15k | 21.53 |
| 2024-12-31 | $306k | 14k | 22.70 |
| 2024-09-30 | $327k | 4.9k | 66.52 |
| 2024-06-30 | $334k | 5.3k | 62.87 |
| 2024-03-31 | $405k | 6.6k | 61.05 |
| 2023-12-31 | $379k | 6.8k | 55.67 |
| 2023-09-30 | $2.5M | 51k | 49.85 |
| 2023-06-30 | $2.7M | 52k | 51.70 |
| 2023-03-31 | $2.6M | 55k | 47.85 |
| 2022-12-31 | $3.9M | 87k | 44.81 |
| 2022-06-30 | $1.2M | 28k | 44.20 |
| 2022-03-31 | $1.5M | 29k | 53.38 |
More positions owned by Strategic Equity Management
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