Schwab U S Broad Market ETF shares owned by Windsor Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Windsor Group
from 13F filings
Historical chart of Windsor Group investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Windsor Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.0M | 20k | 49.84 |
2023-06-30 | $1.0M | 20k | 51.68 |
2023-03-31 | $960k | 20k | 47.78 |
2022-12-31 | $939k | 21k | 45.45 |
2022-09-30 | $878k | 21k | 42.71 |
2022-06-30 | $907k | 20k | 44.94 |
2022-03-31 | $1.0M | 20k | 52.63 |
2021-12-31 | $1.1M | 9.7k | 113.50 |
2021-09-30 | $1.0M | 9.6k | 105.12 |
2021-06-30 | $1.0M | 9.6k | 104.30 |
2021-03-31 | $920k | 9.5k | 96.73 |
2020-12-31 | $840k | 9.2k | 90.98 |
2020-09-30 | $697k | 8.6k | 81.16 |
2020-06-30 | $618k | 8.4k | 73.51 |
2020-03-31 | $431k | 7.1k | 60.49 |
2019-12-31 | $431k | 5.6k | 76.80 |
2019-09-30 | $381k | 5.5k | 68.93 |
2019-06-30 | $391k | 5.5k | 70.96 |
2019-03-31 | $358k | 5.3k | 68.14 |
2018-12-31 | $273k | 4.6k | 59.86 |