Schwab U S Broad Market ETF shares owned by Advisors Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Advisors Capital Management
from 13F filings
Historical chart of Advisors Capital Management 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 Advisors Capital Management 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 Advisors Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $301k | 4.5k | 66.55 |
2024-06-30 | $284k | 4.5k | 62.79 |
2024-03-31 | $276k | 4.5k | 61.02 |
2023-12-31 | $260k | 4.7k | 55.64 |
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