Schwab U S Broad Market ETF shares owned by Successful Portfolios
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 72k | 66.52 |
| 2024-06-30 | $4.5M | 72k | 62.87 |
| 2024-03-31 | $4.4M | 72k | 61.05 |
| 2023-12-31 | $4.0M | 71k | 55.67 |
| 2023-09-30 | $3.5M | 71k | 49.85 |
| 2023-06-30 | $3.8M | 74k | 51.70 |
| 2023-03-31 | $7.5M | 157k | 47.85 |
| 2022-12-31 | $7.2M | 161k | 44.81 |
| 2022-09-30 | $6.2M | 148k | 41.99 |
| 2022-06-30 | $6.5M | 148k | 44.19 |
| 2022-03-31 | $7.2M | 134k | 53.39 |
| 2021-12-31 | $7.1M | 63k | 113.01 |
| 2021-09-30 | $6.0M | 58k | 103.85 |
| 2021-06-30 | $5.7M | 55k | 104.27 |
| 2021-03-31 | $5.4M | 56k | 96.71 |
| 2020-12-31 | $5.0M | 55k | 90.99 |
| 2020-09-30 | $4.5M | 57k | 79.64 |
| 2020-06-30 | $4.5M | 61k | 73.47 |
| 2020-03-31 | $4.4M | 73k | 60.44 |
| 2019-12-31 | $7.0M | 91k | 76.88 |
| 2019-09-30 | $7.1M | 100k | 71.02 |
| 2019-06-30 | $6.4M | 91k | 70.53 |
| 2019-03-31 | $6.1M | 89k | 68.05 |
| 2018-12-31 | $4.7M | 79k | 59.93 |
| 2018-09-30 | $5.1M | 72k | 70.38 |
| 2018-06-30 | $4.7M | 72k | 65.99 |
| 2018-03-31 | $4.3M | 67k | 63.79 |
| 2017-12-31 | $4.1M | 63k | 64.51 |
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