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
Download as csv Download as ExcelQuarterly 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 |