Schwab U S Broad Market ETF shares owned by Dock Street Asset Managment
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Dock Street Asset Managment
from 13F filings
Historical chart of Dock Street Asset Managment 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 Dock Street Asset Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Dock Street Asset Managment
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $723k | 13k | 55.67 |
2023-09-30 | $648k | 13k | 49.85 |
2023-06-30 | $672k | 13k | 51.70 |
2023-03-31 | $622k | 13k | 47.85 |
2022-12-31 | $582k | 13k | 44.81 |
2022-09-30 | $546k | 13k | 42.02 |
2022-06-30 | $574k | 13k | 44.17 |
2022-03-31 | $694k | 13k | 53.41 |
2021-12-31 | $734k | 6.5k | 112.98 |
2021-09-30 | $675k | 6.5k | 103.89 |
2021-06-30 | $677k | 6.5k | 104.20 |
2021-03-31 | $818k | 8.5k | 96.68 |
2020-12-31 | $772k | 8.5k | 90.98 |
2020-09-30 | $703k | 8.8k | 79.62 |
2020-06-30 | $1.1M | 15k | 73.45 |
More positions owned by Dock Street Asset Managment
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