Schwab U S Broad Market ETF shares owned by Appleton Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners 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 Appleton Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $384k | 6.9k | 55.68 |
2023-09-30 | $372k | 7.5k | 49.88 |
2023-06-30 | $461k | 8.9k | 51.72 |
2023-03-31 | $437k | 9.1k | 47.80 |
2022-12-31 | $410k | 9.1k | 44.85 |