Schwab U S Broad Market ETF shares owned by Capital Directions Investment Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Directions Investment Advisory
from 13F filings
Historical chart of Capital Directions Investment Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Capital Directions Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $21k | 460 | 44.81 |
| 2022-09-30 | $0 | 0 | 0.00 |
| 2022-06-30 | $26k | 578 | 44.98 |
| 2022-03-31 | $31k | 578 | 53.63 |
| 2021-09-30 | $19k | 187 | 101.60 |
| 2021-06-30 | $19k | 180 | 105.56 |
| 2019-09-30 | $38k | 535 | 71.03 |
| 2018-03-31 | $144k | 2.3k | 64.00 |
| 2017-12-31 | $145k | 2.3k | 64.44 |
| 2017-09-30 | $137k | 2.3k | 60.89 |
| 2015-12-31 | $11k | 225 | 48.89 |
| 2015-09-30 | $10k | 225 | 44.44 |
| 2015-06-30 | $11k | 225 | 48.89 |
| 2015-03-31 | $12k | 225 | 53.33 |
| 2014-12-31 | $11k | 225 | 48.89 |
| 2014-09-30 | $11k | 225 | 48.89 |
| 2014-06-30 | $11k | 225 | 48.89 |
| 2014-03-31 | $10k | 225 | 44.44 |
| 2013-12-31 | $10k | 225 | 44.44 |
| 2013-09-30 | $9.0k | 225 | 40.00 |
| 2013-06-30 | $9.0k | 225 | 40.00 |
| 2013-03-31 | $9.0k | 225 | 40.00 |
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