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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Traphagen Investment Advisors 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 Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
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