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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Successful Portfolios 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 Successful Portfolios

Quarter filed Position value Share count Share price at filing
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