Schwab U S Broad Market ETF shares owned by Weik Investment Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Weik Investment Services
from 13F filings
Historical chart of Weik Investment Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Weik Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 88k | 22.70 |
| 2024-09-30 | $1.9M | 29k | 66.52 |
| 2024-06-30 | $1.9M | 29k | 62.87 |
| 2024-03-31 | $1.7M | 28k | 61.05 |
| 2023-09-30 | $1.5M | 29k | 49.85 |
| 2023-06-30 | $1.6M | 30k | 51.70 |
| 2023-03-31 | $1.5M | 31k | 47.85 |
| 2022-12-31 | $1.4M | 31k | 44.82 |
| 2022-09-30 | $1.2M | 30k | 41.98 |
| 2022-06-30 | $1.3M | 29k | 44.16 |
| 2022-03-31 | $1.6M | 29k | 53.38 |
| 2021-12-31 | $1.7M | 15k | 112.99 |
| 2021-09-30 | $1.6M | 15k | 103.85 |
| 2021-06-30 | $1.6M | 16k | 104.28 |
| 2021-03-31 | $1.6M | 16k | 96.73 |
| 2020-12-31 | $1.4M | 15k | 91.02 |
| 2020-09-30 | $1.1M | 14k | 79.65 |
| 2020-06-30 | $1.1M | 14k | 73.48 |
| 2020-03-31 | $896k | 15k | 60.40 |
| 2019-12-31 | $1.3M | 17k | 76.90 |
| 2019-09-30 | $880k | 12k | 71.03 |
| 2019-06-30 | $761k | 11k | 70.50 |
| 2019-03-31 | $1.1M | 16k | 68.03 |
| 2018-12-31 | $948k | 16k | 59.91 |
| 2018-09-30 | $1.0M | 15k | 70.36 |
| 2018-06-30 | $1.2M | 18k | 65.97 |
| 2018-03-31 | $1.0M | 16k | 63.81 |
| 2017-12-31 | $1.6M | 24k | 64.54 |
| 2017-09-30 | $1.3M | 22k | 60.91 |
| 2017-06-30 | $645k | 11k | 58.50 |
| 2017-03-31 | $689k | 12k | 57.06 |
| 2016-12-31 | $221k | 4.1k | 54.23 |
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