Schwab U S Broad Market ETF shares owned by Choate Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Choate Investment Advisors
from 13F filings
Historical chart of Choate Investment Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Choate Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $325k | 13k | 25.71 |
| 2025-06-30 | $301k | 13k | 23.83 |
| 2025-03-31 | $272k | 13k | 21.53 |
| 2024-12-31 | $287k | 13k | 22.70 |
| 2024-09-30 | $280k | 4.2k | 66.52 |
| 2024-06-30 | $265k | 4.2k | 62.87 |
| 2024-03-31 | $257k | 4.2k | 61.05 |
| 2023-09-30 | $466k | 9.3k | 49.85 |
| 2023-06-30 | $218k | 4.2k | 51.70 |
| 2023-03-31 | $201k | 4.2k | 47.85 |
| 2022-12-31 | $189k | 4.2k | 44.81 |
| 2022-09-30 | $177k | 4.2k | 42.04 |
| 2022-06-30 | $186k | 4.2k | 44.18 |
| 2022-03-31 | $172k | 3.2k | 53.32 |
| 2021-12-31 | $182k | 1.6k | 112.83 |
| 2021-09-30 | $168k | 1.6k | 104.15 |
| 2021-06-30 | $168k | 1.6k | 104.15 |
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