Schwab U S Broad Market ETF shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance 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 Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 64k | 25.71 |
| 2025-06-30 | $1.5M | 64k | 23.83 |
| 2025-03-31 | $1.4M | 64k | 21.53 |
| 2024-12-31 | $1.2M | 54k | 22.70 |
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $1.1M | 18k | 62.87 |
| 2024-03-31 | $919k | 15k | 61.05 |
| 2023-12-31 | $997k | 18k | 55.67 |
| 2023-09-30 | $751k | 15k | 49.85 |
| 2023-06-30 | $778k | 15k | 51.70 |
More positions owned by Capital Performance Advisors
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