Schwab U S Broad Market ETF shares owned by Novare Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 40k | 55.67 |
| 2023-09-30 | $2.3M | 47k | 49.85 |
| 2023-06-30 | $2.9M | 57k | 51.70 |
| 2023-03-31 | $2.8M | 58k | 47.85 |
| 2022-12-31 | $2.5M | 56k | 44.81 |
| 2022-09-30 | $2.2M | 53k | 41.99 |
| 2022-06-30 | $2.4M | 54k | 44.19 |
| 2022-03-31 | $2.8M | 52k | 53.40 |
| 2021-12-31 | $2.6M | 23k | 113.02 |
| 2021-09-30 | $2.3M | 22k | 103.88 |
| 2021-06-30 | $2.3M | 22k | 104.26 |
| 2021-03-31 | $1.8M | 20k | 91.01 |
| 2020-12-31 | $1.8M | 20k | 91.01 |
| 2020-09-30 | $1.9M | 24k | 79.65 |
| 2020-06-30 | $1.9M | 26k | 73.47 |
| 2020-03-31 | $1.7M | 28k | 60.45 |
| 2019-12-31 | $2.0M | 26k | 76.90 |
| 2019-09-30 | $1.8M | 25k | 71.03 |
| 2019-06-30 | $1.5M | 21k | 70.55 |
| 2019-03-31 | $1.4M | 20k | 68.03 |
| 2018-12-31 | $1.2M | 19k | 59.94 |
| 2018-09-30 | $1.4M | 19k | 70.39 |
| 2018-06-30 | $1.3M | 19k | 66.00 |
| 2018-03-31 | $1.5M | 24k | 63.79 |
| 2017-12-31 | $1.3M | 20k | 64.51 |
| 2017-09-30 | $962k | 16k | 60.91 |
| 2017-06-30 | $952k | 16k | 58.45 |
| 2017-03-31 | $876k | 15k | 57.03 |
| 2016-12-31 | $815k | 15k | 54.15 |
| 2016-09-30 | $758k | 15k | 52.32 |
| 2016-06-30 | $712k | 14k | 50.31 |
| 2016-03-31 | $431k | 8.7k | 49.33 |
| 2015-12-31 | $415k | 8.5k | 49.07 |
| 2015-09-30 | $382k | 8.2k | 46.33 |
| 2015-06-30 | $391k | 7.8k | 50.19 |
| 2015-03-31 | $349k | 6.9k | 50.42 |
| 2014-12-31 | $325k | 6.5k | 49.79 |
| 2014-09-30 | $311k | 6.5k | 47.53 |
| 2014-06-30 | $311k | 6.5k | 47.78 |
| 2013-06-30 | $212k | 5.5k | 38.83 |