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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All positions including Schwab U S Broad Market ETF held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
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