Schwab U S Broad Market ETF shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by ZWJ Investment Counsel 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 ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 128k | 22.70 |
| 2024-09-30 | $2.8M | 41k | 66.52 |
| 2024-06-30 | $2.6M | 42k | 62.87 |
| 2024-03-31 | $2.6M | 43k | 61.05 |
| 2023-12-31 | $2.6M | 47k | 55.67 |
| 2023-09-30 | $2.3M | 47k | 49.85 |
| 2023-06-30 | $2.4M | 46k | 51.70 |
| 2023-03-31 | $2.4M | 50k | 47.85 |
| 2022-12-31 | $2.3M | 51k | 44.81 |
| 2022-09-30 | $2.2M | 52k | 41.98 |
| 2022-06-30 | $2.3M | 52k | 44.20 |
| 2022-03-31 | $1.9M | 35k | 53.40 |
| 2021-12-31 | $2.9M | 26k | 113.01 |
| 2021-09-30 | $2.7M | 26k | 103.86 |
| 2021-06-30 | $2.7M | 26k | 104.27 |
| 2021-03-31 | $2.6M | 26k | 96.72 |
| 2020-12-31 | $2.2M | 25k | 91.00 |
| 2020-09-30 | $1.9M | 23k | 79.66 |
| 2020-06-30 | $1.7M | 23k | 73.47 |
| 2020-03-31 | $1.9M | 31k | 60.44 |
| 2019-12-31 | $1.0M | 14k | 76.87 |
| 2019-09-30 | $575k | 8.1k | 70.99 |
| 2019-06-30 | $451k | 6.4k | 70.47 |
| 2019-03-31 | $354k | 5.2k | 68.05 |
| 2017-12-31 | $621k | 9.6k | 64.48 |
| 2017-09-30 | $475k | 7.8k | 60.86 |
| 2017-06-30 | $626k | 11k | 58.49 |
| 2017-03-31 | $725k | 13k | 57.07 |