Schwab U S Broad Market ETF shares owned by AlphaCore Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by AlphaCore Capital
from 13F filings
Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $5.3M | 106k | 49.85 |
2023-06-30 | $5.5M | 106k | 51.70 |
2023-03-31 | $4.6M | 96k | 47.85 |
2022-12-31 | $187k | 4.2k | 44.81 |
2022-09-30 | $174k | 4.1k | 41.97 |
2022-06-30 | $182k | 4.1k | 44.09 |
2022-03-31 | $220k | 4.1k | 53.50 |
2021-12-31 | $234k | 2.1k | 112.88 |
2021-09-30 | $276k | 2.7k | 103.99 |
2021-06-30 | $215k | 2.1k | 104.47 |
2021-03-31 | $198k | 2.1k | 96.49 |
2020-12-31 | $186k | 2.0k | 90.91 |
2020-09-30 | $162k | 2.0k | 79.49 |
2020-06-30 | $149k | 2.0k | 73.58 |
2020-03-31 | $148k | 2.5k | 60.33 |
2019-12-31 | $543k | 7.1k | 76.88 |