Schwab U S Broad Market ETF shares owned by Capital Insight Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Insight Partners
from 13F filings
Historical chart of Capital Insight 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 Capital Insight Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Capital Insight Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $269k | 4.4k | 61.05 |
| 2023-12-31 | $245k | 4.4k | 55.67 |
| 2023-09-30 | $230k | 4.6k | 49.85 |
| 2023-06-30 | $238k | 4.6k | 51.70 |
| 2023-03-31 | $220k | 4.6k | 47.85 |
| 2022-12-31 | $206k | 4.6k | 44.81 |
| 2022-06-30 | $204k | 4.6k | 44.29 |
| 2022-03-31 | $246k | 4.6k | 53.41 |
| 2021-12-31 | $260k | 2.3k | 112.90 |
| 2021-09-30 | $239k | 2.3k | 103.78 |
| 2021-06-30 | $240k | 2.3k | 104.21 |
| 2021-03-31 | $223k | 2.3k | 96.83 |
| 2020-12-31 | $210k | 2.3k | 91.19 |