Schwab U S Broad Market ETF shares owned by Aspiriant
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Aspiriant consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.5M | 25k | 61.05 |
2023-12-31 | $1.4M | 25k | 55.67 |
2023-09-30 | $1.2M | 25k | 49.85 |
2023-06-30 | $1.3M | 25k | 51.70 |
2023-03-31 | $1.2M | 24k | 47.85 |
2022-12-31 | $1.1M | 24k | 44.81 |
2022-09-30 | $1.1M | 25k | 41.98 |
2022-06-30 | $1.1M | 25k | 44.17 |
2022-03-31 | $1.3M | 25k | 53.43 |
2021-12-31 | $1.4M | 12k | 113.01 |