Schwab U S Broad Market ETF shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 139k | 25.71 |
| 2025-06-30 | $1.6M | 69k | 23.83 |
| 2025-03-31 | $1.3M | 60k | 21.53 |
| 2024-12-31 | $1.2M | 29k | 40.72 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $1.1M | 17k | 62.88 |
| 2024-03-31 | $728k | 12k | 61.05 |
| 2023-09-30 | $640k | 13k | 49.85 |
| 2023-06-30 | $272k | 5.3k | 51.71 |
| 2023-03-31 | $1.8M | 38k | 47.85 |
| 2022-12-31 | $20M | 447k | 44.81 |
| 2022-09-30 | $2.2M | 53k | 41.98 |
| 2022-06-30 | $2.4M | 55k | 44.19 |
| 2022-03-31 | $3.4M | 63k | 53.39 |
| 2021-12-31 | $2.7M | 24k | 113.00 |
| 2021-09-30 | $2.5M | 24k | 103.88 |
| 2021-06-30 | $2.6M | 25k | 104.25 |
| 2021-03-31 | $3.0M | 31k | 96.69 |
| 2020-12-31 | $3.1M | 34k | 91.01 |
| 2020-09-30 | $2.1M | 35k | 60.42 |
| 2020-06-30 | $2.6M | 36k | 73.48 |
| 2020-03-31 | $2.1M | 35k | 60.42 |
| 2019-12-31 | $3.3M | 44k | 76.86 |
| 2019-09-30 | $3.3M | 46k | 71.02 |
| 2019-06-30 | $2.6M | 36k | 70.53 |
| 2018-12-31 | $1.6M | 26k | 59.94 |
| 2018-09-30 | $4.3M | 61k | 70.39 |
| 2018-06-30 | $684k | 10k | 65.97 |
| 2018-03-31 | $1.2M | 19k | 63.78 |
| 2017-12-31 | $2.6M | 41k | 64.53 |
| 2017-09-30 | $867k | 14k | 60.94 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management