Schwab U S Broad Market ETF shares owned by Operose Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Operose Advisors
from 13F filings
Historical chart of Operose 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 Operose Advisors 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 Operose Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.6M | 29k | 55.67 |
2023-09-30 | $1.3M | 25k | 49.85 |
2023-06-30 | $1.3M | 25k | 51.70 |
2023-03-31 | $1.2M | 25k | 47.85 |
2022-12-31 | $1.1M | 25k | 44.81 |
2022-09-30 | $1.1M | 26k | 41.97 |
2022-06-30 | $1.4M | 32k | 44.20 |
2022-03-31 | $1.4M | 27k | 53.41 |
2021-12-31 | $1.4M | 12k | 113.00 |