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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

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Quarterly 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