Schwab U S Broad Market ETF shares owned by Perennial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Perennial Advisors
from 13F filings
Historical chart of Perennial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Perennial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $611k | 10k | 61.05 |
| 2023-12-31 | $554k | 9.9k | 55.67 |
| 2023-09-30 | $494k | 9.9k | 49.85 |
| 2023-06-30 | $516k | 10k | 51.70 |
| 2023-03-31 | $477k | 10k | 47.85 |
| 2022-12-31 | $521k | 12k | 44.81 |
| 2022-09-30 | $526k | 13k | 41.99 |
| 2022-06-30 | $521k | 12k | 44.16 |
| 2022-03-31 | $638k | 12k | 53.42 |
| 2021-12-31 | $1.1M | 9.3k | 112.96 |
| 2021-09-30 | $1.0M | 9.8k | 103.90 |
| 2021-06-30 | $1.0M | 9.7k | 104.29 |
| 2021-03-31 | $931k | 9.6k | 96.72 |
| 2020-12-31 | $868k | 9.5k | 90.95 |
| 2020-09-30 | $803k | 10k | 79.65 |
| 2020-06-30 | $776k | 11k | 73.44 |
| 2020-03-31 | $655k | 11k | 60.44 |
| 2019-12-31 | $1.0M | 13k | 76.88 |
| 2019-09-30 | $984k | 14k | 71.04 |
| 2019-06-30 | $928k | 13k | 70.55 |
| 2019-03-31 | $879k | 13k | 68.02 |
| 2018-12-31 | $3.4M | 58k | 59.93 |
| 2018-09-30 | $680k | 9.7k | 70.36 |
| 2018-06-30 | $645k | 9.8k | 65.98 |
| 2018-03-31 | $679k | 11k | 63.74 |
| 2017-12-31 | $476k | 7.4k | 64.51 |
| 2017-09-30 | $388k | 6.4k | 60.88 |
| 2017-06-30 | $366k | 6.3k | 58.43 |
| 2017-03-31 | $324k | 5.7k | 57.08 |