Schwab U S Broad Market ETF shares owned by JJJ Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by JJJ Advisors
from 13F filings
Historical chart of JJJ Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by JJJ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $787k | 13k | 61.05 |
| 2023-12-31 | $670k | 12k | 55.67 |
| 2023-09-30 | $519k | 10k | 49.85 |
| 2023-06-30 | $523k | 10k | 51.70 |
| 2023-03-31 | $449k | 9.3k | 48.09 |
| 2022-12-31 | $377k | 8.1k | 46.67 |
| 2022-09-30 | $342k | 8.1k | 42.37 |
| 2022-06-30 | $235k | 4.9k | 48.33 |
| 2022-03-31 | $230k | 4.3k | 53.49 |
| 2021-12-31 | $326k | 2.9k | 113.12 |
| 2021-09-30 | $244k | 2.3k | 104.01 |
| 2021-06-30 | $231k | 2.2k | 104.48 |
| 2021-03-31 | $213k | 2.2k | 96.55 |
| 2020-12-31 | $241k | 2.6k | 90.98 |
| 2020-09-30 | $173k | 2.2k | 79.54 |
| 2020-06-30 | $164k | 2.2k | 73.44 |
| 2020-03-31 | $135k | 2.2k | 60.46 |
| 2019-12-31 | $155k | 2.0k | 76.77 |
| 2019-09-30 | $125k | 1.8k | 70.82 |
| 2019-06-30 | $128k | 1.8k | 70.56 |
| 2019-03-31 | $85k | 1.2k | 68.27 |
| 2018-12-31 | $73k | 1.2k | 59.64 |
| 2018-09-30 | $83k | 1.2k | 70.16 |
| 2018-06-30 | $78k | 1.2k | 65.99 |