Schwab U S Broad Market ETF shares owned by Total Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Total Investment Management
from 13F filings
Historical chart of Total Investment Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Total Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $522k | 23k | 22.70 |
| 2024-09-30 | $439k | 6.6k | 66.52 |
| 2024-06-30 | $413k | 6.6k | 62.87 |
| 2024-03-31 | $481k | 7.9k | 61.05 |
| 2023-12-31 | $438k | 7.9k | 55.67 |
| 2023-09-30 | $493k | 9.9k | 49.85 |
| 2023-06-30 | $508k | 9.8k | 51.70 |
| 2023-03-31 | $469k | 9.8k | 47.85 |
| 2022-12-31 | $494k | 11k | 44.81 |
| 2022-09-30 | $471k | 11k | 41.95 |
| 2022-06-30 | $520k | 12k | 44.18 |
| 2022-03-31 | $823k | 15k | 53.42 |
| 2021-12-31 | $869k | 7.7k | 112.96 |
| 2021-09-30 | $898k | 8.7k | 103.82 |
| 2021-06-30 | $53M | 504k | 104.27 |
| 2021-03-31 | $45M | 744k | 60.43 |
| 2020-12-31 | $48M | 524k | 90.99 |
| 2020-09-30 | $2.4M | 31k | 78.06 |
| 2020-06-30 | $53M | 727k | 73.47 |
| 2020-03-31 | $45M | 744k | 60.43 |
| 2019-12-31 | $59M | 768k | 76.88 |
| 2019-09-30 | $57M | 796k | 71.02 |
| 2019-06-30 | $55M | 799k | 69.10 |
| 2019-03-31 | $1.3M | 19k | 67.64 |
| 2018-12-31 | $419k | 6.4k | 65.62 |
| 2018-09-30 | $57M | 813k | 70.39 |
| 2018-06-30 | $54M | 812k | 65.99 |
| 2018-03-31 | $51M | 805k | 63.79 |
| 2017-12-31 | $52M | 799k | 64.52 |
| 2017-09-30 | $49M | 806k | 60.91 |
| 2017-06-30 | $44M | 747k | 58.46 |
| 2017-03-31 | $43M | 756k | 57.06 |
| 2016-12-31 | $42M | 765k | 54.18 |
More positions owned by Total Investment Management
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