Schwab U S Broad Market ETF shares owned by Biltmore Family Office
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Biltmore Family Office
from 13F filings
Historical chart of Biltmore Family Office investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Biltmore Family Office 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 |
---|---|---|---|
2024-09-30 | $150k | 2.3k | 66.52 |
2024-06-30 | $142k | 2.3k | 63.07 |
2024-03-31 | $137k | 2.3k | 61.05 |
2023-12-31 | $125k | 2.3k | 55.67 |
2023-09-30 | $112k | 2.3k | 49.85 |
2023-03-31 | $217k | 4.5k | 47.85 |
2022-12-31 | $101k | 2.3k | 44.81 |
2020-06-30 | $83k | 1.1k | 73.78 |
2020-03-31 | $68k | 1.1k | 60.44 |
2019-12-31 | $86k | 1.1k | 76.44 |
2019-09-30 | $107k | 1.5k | 71.33 |
2019-06-30 | $106k | 1.5k | 70.67 |