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Schwab U S Broad Market ETF shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors 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 Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $546k 24k 22.70
2024-09-30 $527k 7.9k 66.52
2024-06-30 $497k 7.9k 62.87
2024-03-31 $489k 8.0k 61.05
2023-09-30 $1.7M 35k 49.85
2023-06-30 $1.8M 35k 51.70
2023-03-31 $1.6M 34k 47.85
2022-12-31 $1.5M 34k 44.81
2022-09-30 $1.4M 34k 41.98
2022-06-30 $1.5M 34k 44.19
2022-03-31 $1.8M 34k 53.40
2021-12-31 $2.0M 18k 113.03
2021-09-30 $1.8M 18k 103.87
2021-06-30 $1.8M 18k 104.30
2021-03-31 $1.7M 18k 96.70
2020-12-31 $1.6M 18k 90.98
2020-09-30 $1.4M 18k 79.63
2020-06-30 $1.3M 18k 73.47
2020-03-31 $1.1M 18k 60.43
2019-12-31 $1.4M 18k 76.88
2019-09-30 $1.3M 19k 71.02
2019-06-30 $1.3M 19k 70.54
2019-03-31 $1.3M 19k 68.03
2018-12-31 $1.1M 19k 59.91
2018-09-30 $1.3M 19k 70.40
2018-06-30 $1.2M 19k 65.97
2018-03-31 $1.2M 19k 63.81
2017-12-31 $1.2M 19k 64.52
2017-09-30 $1.1M 19k 60.90
2017-06-30 $1.1M 19k 58.46
2017-03-31 $1.1M 19k 57.06
2016-12-31 $1.0M 19k 54.19
2016-09-30 $967k 19k 52.31
2016-06-30 $929k 19k 50.28
2016-03-31 $919k 19k 49.27
2015-12-31 $914k 19k 49.06
2015-09-30 $861k 19k 46.37
2015-06-30 $929k 19k 50.26
2015-03-31 $585k 12k 50.51
2014-12-31 $560k 11k 49.78
2014-09-30 $504k 11k 47.52
2014-06-30 $506k 11k 47.72
2014-03-31 $293k 6.4k 45.78

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
McDonald's Corporation (MCD)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Schwab U S Broad Market ETF

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BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF