Schwab U S Broad Market ETF shares owned by Private Ocean
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean 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 Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $353k | 5.8k | 61.05 |
| 2023-12-31 | $321k | 5.8k | 55.67 |
| 2023-09-30 | $286k | 5.7k | 49.85 |
| 2023-06-30 | $296k | 5.7k | 51.70 |
| 2023-03-31 | $56k | 1.2k | 47.83 |
| 2022-12-31 | $52k | 1.2k | 44.80 |
| 2022-09-30 | $48k | 1.2k | 41.52 |
| 2022-06-30 | $43k | 992 | 43.35 |
| 2022-03-31 | $61k | 1.2k | 53.00 |
| 2021-12-31 | $65k | 575 | 113.04 |
| 2021-09-30 | $51k | 494 | 103.24 |
| 2021-06-30 | $51k | 493 | 103.45 |
| 2021-03-31 | $48k | 492 | 97.56 |
| 2020-12-31 | $45k | 492 | 91.46 |
| 2020-09-30 | $39k | 489 | 79.75 |
| 2020-06-30 | $35k | 486 | 72.02 |
| 2020-03-31 | $29k | 484 | 59.92 |
| 2019-12-31 | $38k | 483 | 78.67 |
| 2019-09-30 | $34k | 478 | 71.13 |
| 2019-06-30 | $33k | 475 | 69.47 |
| 2019-03-31 | $32k | 475 | 67.37 |
| 2018-12-31 | $28k | 472 | 59.32 |
| 2018-09-30 | $33k | 468 | 70.51 |
| 2018-06-30 | $35k | 537 | 65.18 |
| 2018-03-31 | $34k | 536 | 63.43 |
| 2017-12-31 | $34k | 535 | 63.55 |
| 2017-09-30 | $24k | 390 | 61.54 |
| 2017-06-30 | $23k | 389 | 59.13 |
| 2017-03-31 | $22k | 388 | 56.70 |
| 2016-12-31 | $21k | 386 | 54.40 |
| 2016-09-30 | $20k | 384 | 52.08 |
| 2016-06-30 | $23k | 463 | 49.68 |
| 2016-03-31 | $23k | 469 | 49.04 |
| 2015-12-31 | $23k | 462 | 49.78 |
| 2015-09-30 | $21k | 382 | 54.97 |
| 2015-06-30 | $19k | 382 | 49.74 |
| 2015-03-31 | $18k | 364 | 49.45 |
| 2014-12-31 | $16k | 315 | 50.79 |
| 2014-09-30 | $15k | 314 | 47.77 |
| 2014-06-30 | $16k | 338 | 47.34 |
| 2014-03-31 | $18k | 393 | 45.80 |
| 2013-12-31 | $17k | 377 | 45.09 |