Baker Avenue Asset Management »

Schwab U S Broad Market ETF shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset 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 Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $641k 9.6k 66.52
2024-03-31 $570k 9.3k 61.05
2023-12-31 $472k 8.5k 55.67
2023-09-30 $435k 8.7k 49.85
2023-06-30 $452k 8.7k 51.70
2023-03-31 $418k 8.7k 47.85
2022-12-31 $405k 9.0k 44.81
2022-09-30 $380k 9.0k 42.00
2022-06-30 $537k 12k 44.15
2022-03-31 $547k 10k 53.38
2021-12-31 $906k 8.0k 113.07
2021-09-30 $244k 2.4k 103.61
2021-06-30 $245k 2.4k 104.03
2021-03-31 $227k 2.4k 96.39
2020-12-31 $214k 2.4k 90.87