Schwab U S Broad Market ETF shares owned by Apella Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Apella Capital
from 13F filings
Historical chart of Apella 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 Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $405k | 6.1k | 65.89 |
| 2024-06-30 | $369k | 5.8k | 64.03 |
| 2024-03-31 | $296k | 4.9k | 60.56 |
| 2023-12-31 | $366k | 6.7k | 54.61 |
| 2023-09-30 | $318k | 6.4k | 49.85 |
| 2023-06-30 | $240k | 4.6k | 51.70 |
| 2022-12-31 | $207k | 4.6k | 44.81 |
| 2022-06-30 | $206k | 4.7k | 44.11 |
| 2021-12-31 | $203k | 1.8k | 113.09 |