Schwab U S Broad Market ETF shares owned by Blue Investment Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Blue Investment Partners
from 13F filings
Historical chart of Blue Investment 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 Blue Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Blue Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $11M | 178k | 62.87 |
| 2024-03-31 | $11M | 172k | 61.05 |
| 2023-09-30 | $7.3M | 146k | 49.85 |
| 2023-06-30 | $6.9M | 133k | 51.70 |
| 2023-03-31 | $5.8M | 121k | 47.85 |
| 2022-12-31 | $4.7M | 104k | 44.81 |