Schwab U S Broad Market ETF shares owned by Strategic Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $595k | 11k | 55.67 |
| 2023-09-30 | $548k | 11k | 49.85 |
| 2023-06-30 | $564k | 11k | 51.70 |
| 2023-03-31 | $532k | 11k | 47.85 |
| 2022-12-31 | $507k | 11k | 44.81 |
| 2022-09-30 | $477k | 11k | 42.02 |
| 2022-06-30 | $508k | 12k | 44.20 |
| 2022-03-31 | $619k | 12k | 53.40 |
| 2021-12-31 | $665k | 5.9k | 112.94 |
| 2021-09-30 | $621k | 6.0k | 103.93 |
| 2021-06-30 | $631k | 6.0k | 104.33 |
| 2021-03-31 | $613k | 6.3k | 96.69 |
| 2020-12-31 | $577k | 6.3k | 91.01 |
| 2020-09-30 | $602k | 7.6k | 79.69 |
| 2020-06-30 | $586k | 8.0k | 73.50 |
| 2020-03-31 | $485k | 8.0k | 60.38 |
| 2019-12-31 | $287k | 3.7k | 76.92 |
| 2019-09-30 | $276k | 3.9k | 71.10 |
| 2019-06-30 | $276k | 3.9k | 70.52 |
| 2019-03-31 | $280k | 4.1k | 68.16 |
| 2018-12-31 | $243k | 4.1k | 60.00 |
| 2018-09-30 | $358k | 5.1k | 70.49 |
| 2018-06-30 | $336k | 5.1k | 66.05 |
| 2018-03-31 | $321k | 5.0k | 63.79 |
| 2017-12-31 | $326k | 5.0k | 64.58 |
| 2017-09-30 | $314k | 5.2k | 60.89 |
| 2017-06-30 | $333k | 5.7k | 58.54 |
| 2017-03-31 | $369k | 6.5k | 57.01 |
| 2016-12-31 | $381k | 7.0k | 54.24 |
| 2016-09-30 | $325k | 6.2k | 52.27 |
| 2016-06-30 | $289k | 5.8k | 50.23 |
| 2016-03-31 | $211k | 4.3k | 49.32 |