Schwab U S Broad Market ETF shares owned by Aspire Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aspire Capital Advisors
from 13F filings
Historical chart of Aspire Capital Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Aspire Capital Advisors 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 Aspire Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 85k | 61.05 |
| 2023-12-31 | $4.0M | 72k | 55.67 |
| 2023-09-30 | $2.9M | 58k | 49.85 |
| 2023-06-30 | $3.0M | 58k | 51.70 |
| 2023-03-31 | $2.8M | 58k | 47.85 |
| 2022-12-31 | $2.6M | 59k | 44.81 |
| 2022-09-30 | $2.5M | 59k | 41.99 |
| 2022-06-30 | $2.6M | 60k | 44.20 |
| 2022-03-31 | $3.3M | 62k | 53.39 |