Schwab U S Broad Market ETF shares owned by Alpha Cubed Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Alpha Cubed Investments
from 13F filings
Historical chart of Alpha Cubed Investments investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Alpha Cubed Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 9.1k | 25.71 |
| 2025-06-30 | $218k | 9.1k | 23.83 |
| 2025-03-31 | $219k | 10k | 21.53 |
| 2024-12-31 | $231k | 10k | 22.70 |
| 2024-09-30 | $279k | 4.2k | 66.52 |
| 2024-06-30 | $214k | 3.4k | 62.87 |
| 2024-03-31 | $214k | 3.5k | 61.05 |
| 2023-12-31 | $3.8M | 69k | 55.67 |
| 2023-09-30 | $3.4M | 68k | 49.85 |
| 2023-06-30 | $3.5M | 68k | 51.70 |
| 2023-03-31 | $3.3M | 69k | 47.85 |
| 2022-12-31 | $3.1M | 69k | 44.81 |
| 2022-09-30 | $2.9M | 69k | 41.99 |
| 2022-06-30 | $3.0M | 69k | 44.19 |
| 2022-03-31 | $3.7M | 69k | 53.39 |
| 2021-12-31 | $3.8M | 33k | 113.02 |
| 2021-09-30 | $3.5M | 33k | 103.86 |
| 2021-06-30 | $3.5M | 33k | 104.28 |
| 2021-03-31 | $3.2M | 33k | 96.71 |
| 2020-12-31 | $3.1M | 34k | 91.00 |
| 2020-09-30 | $2.7M | 34k | 79.63 |
| 2020-06-30 | $2.5M | 34k | 73.48 |