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Schwab U S Broad Market ETF shares owned by Truepoint

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Truepoint from 13F filings

Historical chart of Truepoint investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $25M 404k 61.05
2023-12-31 $23M 411k 55.67
2023-09-30 $21M 418k 49.85
2023-06-30 $22M 419k 51.70
2023-03-31 $20M 419k 47.85
2022-12-31 $19M 419k 44.81
2022-09-30 $18M 419k 41.99
2022-06-30 $19M 419k 44.19
2022-03-31 $22M 420k 53.39
2021-12-31 $24M 211k 113.01
2021-09-30 $22M 214k 103.86
2021-06-30 $23M 219k 104.27
2021-03-31 $21M 220k 96.71
2020-12-31 $20M 222k 90.99
2020-09-30 $18M 229k 79.64
2020-06-30 $17M 232k 73.47
2020-03-31 $16M 268k 60.43
2019-12-31 $5.2M 68k 76.88
2019-09-30 $5.0M 70k 71.02
2019-06-30 $5.0M 71k 70.54
2019-03-31 $5.0M 73k 68.05
2018-12-31 $4.4M 73k 59.93