Schwab U S Broad Market ETF shares owned by Taylor, Cottrill, Erickson & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Taylor, Cottrill, Erickson & Associates
from 13F filings
Historical chart of Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Taylor, Cottrill, Erickson & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 105k | 25.71 |
| 2025-06-30 | $2.5M | 104k | 23.83 |
| 2025-03-31 | $2.3M | 105k | 21.53 |
| 2024-12-31 | $1.9M | 85k | 22.70 |
| 2024-09-30 | $1.4M | 22k | 66.52 |
| 2024-06-30 | $241k | 3.8k | 62.89 |
More positions owned by Taylor, Cottrill, Erickson & Associates
View all positions for Taylor, Cottrill, Erickson & Associates