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Schwab U S Broad Market ETF shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $589k 17k 34.99
2022-09-30 $496k 11k 44.21
2022-06-30 $496k 11k 44.21
2022-03-31 $634k 5.6k 112.97
2021-12-31 $634k 5.6k 112.97
2021-09-30 $583k 5.6k 103.88
2021-06-30 $585k 5.6k 104.24
2021-03-31 $542k 5.6k 96.63
2020-12-31 $515k 5.7k 90.99
2020-09-30 $456k 5.7k 79.66