Schwab U S Broad Market ETF shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.6M | 154k | 55.67 |
| 2023-09-30 | $7.3M | 146k | 50.12 |
| 2023-06-30 | $7.4M | 144k | 51.73 |
| 2023-03-31 | $7.5M | 156k | 47.85 |
| 2022-12-31 | $7.1M | 158k | 44.81 |
| 2022-09-30 | $6.6M | 158k | 41.99 |
| 2022-06-30 | $6.4M | 145k | 44.20 |
| 2022-03-31 | $7.4M | 139k | 53.40 |
| 2021-12-31 | $5.9M | 52k | 112.99 |
| 2021-09-30 | $3.8M | 37k | 103.86 |
| 2021-06-30 | $3.7M | 36k | 104.29 |
| 2021-03-31 | $3.6M | 37k | 98.20 |
| 2020-12-31 | $3.3M | 36k | 91.50 |
| 2020-09-30 | $3.0M | 37k | 81.08 |
| 2020-06-30 | $2.9M | 40k | 74.65 |
| 2020-03-31 | $2.7M | 42k | 62.93 |
| 2019-12-31 | $3.3M | 42k | 77.77 |
| 2019-09-30 | $3.2M | 45k | 71.20 |
| 2019-06-30 | $3.3M | 46k | 70.52 |
| 2019-03-31 | $3.3M | 49k | 68.05 |
| 2018-12-31 | $2.5M | 42k | 59.92 |