Schwab U S Broad Market ETF shares owned by CAP Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CAP Partners
from 13F filings
Historical chart of CAP Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by CAP Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $982k | 38k | 25.71 |
| 2025-06-30 | $931k | 39k | 23.83 |
| 2025-03-31 | $843k | 39k | 21.53 |
| 2024-12-31 | $893k | 39k | 22.70 |
| 2024-09-30 | $781k | 12k | 66.52 |
| 2024-06-30 | $754k | 12k | 62.87 |
| 2024-03-31 | $854k | 14k | 61.05 |
| 2023-12-31 | $810k | 15k | 55.67 |