Schwab U S Broad Market ETF shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 86k | 25.71 |
| 2025-06-30 | $2.1M | 87k | 23.83 |
| 2025-03-31 | $1.9M | 87k | 21.53 |
| 2024-12-31 | $2.1M | 91k | 22.70 |
| 2024-09-30 | $2.0M | 30k | 66.52 |
| 2024-06-30 | $1.9M | 30k | 62.87 |
| 2023-12-31 | $1.6M | 29k | 55.67 |
| 2023-09-30 | $1.4M | 29k | 49.85 |
| 2023-06-30 | $1.8M | 35k | 51.70 |
| 2023-03-31 | $997k | 21k | 47.85 |
| 2022-12-31 | $1.0M | 23k | 44.81 |
| 2022-09-30 | $1.0M | 24k | 41.99 |
| 2022-06-30 | $1.1M | 24k | 44.19 |
| 2022-03-31 | $1.3M | 24k | 53.39 |
| 2021-12-31 | $1.3M | 12k | 113.01 |
| 2021-09-30 | $1.2M | 12k | 103.86 |
| 2021-06-30 | $1.2M | 12k | 104.27 |
| 2021-03-31 | $1.1M | 12k | 96.71 |
| 2020-12-31 | $1.1M | 12k | 90.99 |
| 2020-09-30 | $1.4M | 18k | 79.64 |
| 2020-06-30 | $1.3M | 18k | 73.47 |
| 2020-03-31 | $1.1M | 18k | 60.43 |
| 2019-12-31 | $1.5M | 20k | 76.88 |
| 2019-09-30 | $1.3M | 19k | 71.02 |
| 2019-06-30 | $1.4M | 19k | 70.53 |
| 2019-03-31 | $1.3M | 19k | 68.05 |
More positions owned by Traphagen Investment Advisors
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