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Schwab U S Broad Market ETF shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 149k 58.84
2023-12-31 $7.6M 134k 56.56
2023-09-30 $5.8M 119k 48.77
2023-06-30 $6.0M 114k 52.66
2023-03-31 $5.4M 112k 48.10
2022-12-31 $4.9M 100k 48.96
2022-09-30 $3.3M 74k 44.63
2022-06-30 $3.0M 62k 48.33
2022-03-31 $3.7M 80k 45.98
2021-12-31 $3.9M 38k 104.00
2021-09-30 $4.4M 39k 112.28
2021-06-30 $4.4M 41k 106.67
2021-03-31 $3.7M 37k 102.03
2020-12-31 $3.3M 35k 93.94
2020-09-30 $781k 9.7k 80.37
2020-06-30 $843k 11k 76.94
2020-03-31 $827k 12k 67.16
2019-12-31 $843k 11k 79.14
2019-09-30 $742k 10k 71.89
2019-06-30 $720k 10k 71.54
2019-03-31 $565k 8.1k 69.78
2018-12-31 $645k 10k 62.39
2018-09-30 $681k 11k 63.49
2018-06-30 $598k 9.1k 65.94
2018-03-31 $333k 5.2k 63.78
2017-12-31 $329k 5.1k 64.45
2017-09-30 $237k 3.9k 60.83
2017-06-30 $296k 5.1k 58.64
2017-03-31 $86k 1.5k 57.41
2016-12-31 $67k 1.2k 53.82
2016-09-30 $33k 638 51.72
2016-06-30 $31k 607 51.07
2016-03-31 $30k 603 49.75
2015-12-31 $28k 571 49.04
2015-09-30 $25k 534 46.82
2015-06-30 $27k 531 50.85
2015-03-31 $27k 535 50.47
2014-12-31 $27k 548 49.27

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HB Wealth Management
HighTower Advisors
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF