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Schwab U S Broad Market ETF shares owned by Choate Investment Advisors

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

Historical chart of Choate Investment Advisors 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 Choate Investment 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 Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $466k 9.3k 49.85
2023-06-30 $218k 4.2k 51.70
2023-03-31 $201k 4.2k 47.85
2022-12-31 $189k 4.2k 44.81
2022-09-30 $177k 4.2k 42.04
2022-06-30 $186k 4.2k 44.18
2022-03-31 $172k 3.2k 53.32
2021-12-31 $182k 1.6k 112.83
2021-09-30 $168k 1.6k 104.15
2021-06-30 $168k 1.6k 104.15