Schwab U S Broad Market ETF shares owned by Cambridge Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cambridge Advisors
from 13F filings
Historical chart of Cambridge Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Cambridge Advisors 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 |
---|---|---|---|
2024-03-31 | $2.9M | 47k | 61.05 |
2023-12-31 | $2.6M | 47k | 55.67 |
2023-09-30 | $2.3M | 47k | 49.85 |
2023-06-30 | $2.5M | 48k | 51.70 |
2023-03-31 | $2.3M | 48k | 47.85 |
2022-12-31 | $2.2M | 49k | 44.81 |
2022-09-30 | $2.1M | 50k | 41.99 |
2022-06-30 | $2.2M | 50k | 44.18 |
2022-03-31 | $2.8M | 53k | 53.40 |
2021-12-31 | $3.0M | 27k | 113.01 |
2021-09-30 | $2.8M | 27k | 103.88 |
2021-06-30 | $2.8M | 27k | 104.27 |
2021-03-31 | $2.7M | 27k | 96.69 |
2020-12-31 | $2.5M | 28k | 91.00 |
2020-09-30 | $2.2M | 28k | 79.63 |
2020-06-30 | $2.1M | 28k | 73.48 |
2020-03-31 | $1.7M | 28k | 60.43 |
2019-12-31 | $1.9M | 24k | 76.90 |
2019-09-30 | $1.7M | 24k | 71.03 |
2019-06-30 | $1.6M | 23k | 70.53 |
2019-03-31 | $1.6M | 23k | 68.06 |
2018-12-31 | $1.6M | 26k | 59.95 |
2018-09-30 | $1.6M | 23k | 70.41 |
2018-06-30 | $1.5M | 22k | 66.01 |
2018-03-31 | $1.4M | 22k | 63.77 |
2017-12-31 | $1.0M | 16k | 64.54 |
2017-09-30 | $887k | 15k | 60.93 |
2017-06-30 | $834k | 14k | 58.43 |
2017-03-31 | $810k | 14k | 57.08 |
2016-12-31 | $727k | 13k | 54.15 |
2016-09-30 | $693k | 13k | 52.33 |
2016-06-30 | $676k | 13k | 50.29 |
2016-03-31 | $596k | 12k | 49.24 |
2015-12-31 | $569k | 12k | 49.06 |
2015-09-30 | $547k | 12k | 46.36 |
2015-06-30 | $438k | 8.7k | 50.27 |
2015-03-31 | $389k | 7.7k | 50.43 |
2014-12-31 | $384k | 7.7k | 49.79 |