Schwab U S Broad Market ETF shares owned by Waterloo Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 40k | 25.71 |
| 2025-06-30 | $953k | 40k | 23.83 |
| 2025-03-31 | $882k | 41k | 21.53 |
| 2024-12-31 | $945k | 42k | 22.70 |
| 2024-09-30 | $977k | 15k | 66.52 |
| 2024-06-30 | $924k | 15k | 62.87 |
| 2024-03-31 | $907k | 15k | 61.05 |
| 2023-09-30 | $764k | 15k | 49.85 |
| 2023-06-30 | $973k | 19k | 51.70 |
| 2023-03-31 | $1.0M | 21k | 47.85 |
| 2020-03-31 | $993k | 16k | 60.43 |