Schwab U S Broad Market ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $32M | 511k | 62.87 |
| 2024-03-31 | $31M | 511k | 61.05 |
| 2023-12-31 | $28M | 505k | 55.67 |
| 2023-09-30 | $25M | 506k | 49.85 |
| 2023-06-30 | $27M | 519k | 51.70 |
| 2023-03-31 | $25M | 518k | 47.85 |