Schwab U S Broad Market ETF shares owned by Twele Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Twele Capital Management
from 13F filings
Historical chart of Twele Capital Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Twele Capital Management 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 Twele Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $659k | 29k | 22.70 |
| 2024-09-30 | $655k | 9.8k | 66.52 |
| 2024-06-30 | $623k | 9.9k | 62.87 |
| 2024-03-31 | $614k | 10k | 61.05 |
| 2023-12-31 | $559k | 10k | 55.67 |
| 2023-09-30 | $504k | 10k | 49.85 |
| 2023-06-30 | $619k | 12k | 51.70 |
| 2023-03-31 | $571k | 12k | 47.85 |
| 2022-12-31 | $551k | 12k | 44.81 |
| 2022-09-30 | $504k | 12k | 42.01 |
| 2022-06-30 | $530k | 12k | 44.20 |
| 2022-03-31 | $638k | 12k | 53.41 |
| 2021-12-31 | $712k | 6.3k | 113.02 |
| 2021-09-30 | $821k | 7.9k | 103.82 |
| 2021-06-30 | $844k | 8.1k | 104.26 |
| 2021-03-31 | $853k | 8.8k | 96.66 |
| 2020-12-31 | $790k | 8.7k | 90.95 |
| 2020-09-30 | $728k | 9.1k | 79.64 |
| 2020-06-30 | $670k | 9.1k | 73.44 |
| 2020-03-31 | $606k | 10k | 60.41 |
| 2019-12-31 | $737k | 9.6k | 76.90 |
| 2019-09-30 | $732k | 10k | 71.02 |
| 2019-06-30 | $694k | 9.8k | 70.56 |
| 2019-03-31 | $660k | 9.7k | 68.07 |
| 2018-12-31 | $624k | 10k | 59.93 |
| 2018-09-30 | $724k | 10k | 70.42 |
| 2018-06-30 | $685k | 10k | 66.00 |
| 2018-03-31 | $610k | 9.6k | 63.77 |
| 2017-12-31 | $617k | 9.6k | 64.51 |
| 2017-09-30 | $444k | 7.3k | 60.90 |
| 2017-06-30 | $426k | 7.3k | 58.43 |
| 2017-03-31 | $386k | 6.8k | 57.07 |
| 2016-12-31 | $359k | 6.6k | 54.24 |
| 2016-09-30 | $346k | 6.6k | 52.27 |
| 2016-06-30 | $293k | 5.8k | 50.35 |
| 2016-03-31 | $256k | 5.2k | 49.36 |
| 2015-12-31 | $294k | 6.0k | 49.03 |
| 2015-09-30 | $275k | 5.9k | 46.39 |
| 2015-06-30 | $236k | 4.7k | 50.30 |
| 2015-03-31 | $220k | 4.4k | 50.37 |