Schwab U S Broad Market ETF shares owned by Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 41k | 25.70 |
| 2025-06-30 | $962k | 40k | 23.83 |
| 2025-03-31 | $810k | 38k | 21.53 |
| 2024-12-31 | $902k | 40k | 22.70 |
| 2024-09-30 | $957k | 14k | 66.51 |
| 2024-06-30 | $885k | 14k | 62.90 |
| 2024-03-31 | $859k | 14k | 61.05 |
| 2023-12-31 | $783k | 14k | 55.65 |
| 2023-09-30 | $737k | 15k | 49.85 |
| 2023-06-30 | $764k | 15k | 51.68 |
| 2023-03-31 | $707k | 15k | 47.82 |
| 2022-12-31 | $662k | 15k | 44.78 |
| 2022-09-30 | $615k | 15k | 41.98 |
| 2022-06-30 | $342k | 7.7k | 44.21 |
| 2022-03-31 | $404k | 7.6k | 53.45 |
| 2021-12-31 | $427k | 3.8k | 112.99 |
| 2021-09-30 | $392k | 3.8k | 103.73 |
| 2021-06-30 | $394k | 3.8k | 104.26 |
| 2021-03-31 | $365k | 3.8k | 96.59 |
| 2020-12-31 | $344k | 3.8k | 91.03 |
| 2020-09-30 | $290k | 3.6k | 79.71 |
| 2020-06-30 | $267k | 3.6k | 73.39 |
| 2020-03-31 | $220k | 3.6k | 60.47 |
| 2015-03-31 | $8.0k | 159 | 50.31 |