Schwab U S Broad Market ETF shares owned by American Capital Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by American Capital Advisory
from 13F filings
Historical chart of American Capital Advisory 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 American Capital Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by American Capital Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 1.6k | 25.71 |
| 2025-06-30 | $39k | 1.6k | 23.83 |
| 2025-03-31 | $35k | 1.6k | 21.53 |
| 2024-12-31 | $49k | 2.1k | 22.70 |
| 2024-09-30 | $41k | 618 | 66.52 |
| 2024-06-30 | $52k | 940 | 55.67 |
| 2024-03-31 | $50k | 1.0k | 47.83 |
| 2023-12-31 | $52k | 940 | 55.67 |