Schwab U S Broad Market ETF shares owned by Aviance Capital Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aviance Capital Partners
from 13F filings
Historical chart of Aviance Capital Partners 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 Aviance Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Aviance Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $488k | 19k | 25.71 |
| 2025-06-30 | $452k | 19k | 23.83 |
| 2025-03-31 | $408k | 19k | 21.53 |
| 2024-12-31 | $433k | 19k | 22.70 |
| 2024-09-30 | $438k | 6.6k | 66.52 |
| 2024-06-30 | $547k | 8.7k | 62.87 |
| 2024-03-31 | $531k | 8.7k | 61.05 |
| 2023-12-31 | $484k | 8.7k | 55.67 |
| 2023-09-30 | $433k | 8.7k | 49.85 |
| 2023-06-30 | $450k | 8.7k | 51.70 |
| 2023-03-31 | $416k | 8.7k | 47.85 |
| 2022-12-31 | $410k | 9.1k | 44.81 |
| 2022-09-30 | $420k | 10k | 41.94 |
| 2022-06-30 | $443k | 10k | 44.24 |
| 2022-03-31 | $560k | 11k | 53.41 |
| 2021-12-31 | $526k | 4.7k | 113.00 |
| 2021-09-30 | $483k | 4.7k | 103.76 |
| 2021-06-30 | $485k | 4.7k | 104.19 |
| 2021-03-31 | $450k | 4.7k | 96.67 |
| 2020-12-31 | $424k | 4.7k | 91.08 |
| 2020-09-30 | $371k | 4.7k | 79.70 |
| 2020-06-30 | $342k | 4.7k | 73.47 |
| 2020-03-31 | $281k | 4.7k | 60.37 |
| 2019-12-31 | $358k | 4.7k | 76.91 |
| 2019-09-30 | $331k | 4.7k | 71.11 |
| 2019-06-30 | $328k | 4.7k | 70.46 |
| 2019-03-31 | $317k | 4.7k | 68.10 |
| 2018-12-31 | $299k | 5.0k | 59.91 |
| 2018-09-30 | $351k | 5.0k | 70.31 |
| 2018-06-30 | $329k | 5.0k | 65.92 |
| 2018-03-31 | $318k | 5.0k | 63.71 |
| 2017-12-31 | $322k | 5.0k | 64.50 |