Schwab U S Broad Market ETF shares owned by Asset Advisors Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Asset Advisors Investment Management
from 13F filings
Historical chart of Asset Advisors Investment Management 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 Asset Advisors Investment Management 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 Asset Advisors Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $64M | 965k | 66.52 |
2024-06-30 | $61M | 967k | 62.87 |
2024-03-31 | $63M | 1.0M | 61.05 |
2023-12-31 | $56M | 1.0M | 55.67 |
2023-09-30 | $49M | 977k | 49.85 |
2023-06-30 | $51M | 977k | 51.70 |
2023-03-31 | $47M | 985k | 47.85 |
2022-12-31 | $45M | 997k | 44.81 |
2022-09-30 | $41M | 985k | 41.99 |
2022-06-30 | $40M | 903k | 44.19 |
2022-03-31 | $50M | 933k | 53.39 |
2021-12-31 | $53M | 468k | 113.01 |
2021-09-30 | $48M | 464k | 103.86 |
2021-06-30 | $48M | 456k | 104.27 |
2021-03-31 | $43M | 434k | 100.15 |
2020-12-31 | $38M | 417k | 90.99 |
2020-09-30 | $31M | 388k | 79.64 |
2020-06-30 | $29M | 394k | 73.47 |
2020-03-31 | $24M | 393k | 60.43 |
2019-12-31 | $31M | 395k | 78.26 |
2019-09-30 | $28M | 393k | 71.02 |
2019-06-30 | $22M | 315k | 70.53 |
2019-03-31 | $20M | 298k | 68.05 |
2018-12-31 | $18M | 292k | 59.93 |
2018-09-30 | $21M | 294k | 70.39 |
More positions owned by Asset Advisors Investment Management
View all positions for Asset Advisors Investment Management