Operose Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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