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 | $2.1M | 81k | 25.71 |
| 2025-06-30 | $2.0M | 82k | 23.83 |
| 2025-03-31 | $1.8M | 83k | 21.53 |
| 2024-12-31 | $2.0M | 90k | 22.70 |
| 2024-09-30 | $2.2M | 34k | 66.52 |
| 2024-06-30 | $2.1M | 34k | 62.87 |
| 2024-03-31 | $2.2M | 36k | 61.05 |
| 2023-12-31 | $2.0M | 36k | 55.67 |
| 2023-09-30 | $1.8M | 36k | 49.85 |
| 2023-06-30 | $1.9M | 36k | 51.70 |
| 2023-03-31 | $1.7M | 36k | 47.85 |
| 2022-12-31 | $2.0M | 44k | 44.81 |
| 2022-09-30 | $1.6M | 38k | 41.99 |
| 2022-06-30 | $1.8M | 41k | 44.19 |
| 2022-03-31 | $1.3M | 25k | 53.38 |
| 2021-12-31 | $1.4M | 13k | 113.00 |
| 2021-09-30 | $825k | 7.9k | 103.84 |
| 2021-06-30 | $1.8M | 17k | 104.28 |
| 2021-03-31 | $1.2M | 12k | 96.69 |
| 2020-12-31 | $566k | 6.2k | 90.98 |
| 2020-09-30 | $532k | 6.7k | 79.66 |
| 2020-06-30 | $538k | 6.8k | 79.64 |
| 2020-03-31 | $14M | 238k | 60.43 |
| 2019-12-31 | $71M | 925k | 76.88 |
| 2019-09-30 | $61M | 858k | 70.53 |
| 2019-06-30 | $61M | 858k | 70.53 |
| 2019-03-31 | $19M | 272k | 68.05 |
| 2018-12-31 | $14M | 228k | 59.93 |
| 2018-09-30 | $57M | 805k | 70.39 |
| 2018-06-30 | $53M | 806k | 65.99 |
| 2018-03-31 | $50M | 778k | 63.79 |
| 2017-12-31 | $47M | 733k | 64.52 |
| 2017-09-30 | $42M | 691k | 60.91 |
| 2017-06-30 | $39M | 659k | 58.46 |
| 2017-03-31 | $35M | 608k | 57.06 |
| 2016-12-31 | $33M | 602k | 54.18 |