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Schwab U S Broad Market ETF shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $256k 11k 22.70
2023-12-31 $430k 7.7k 55.67
2023-09-30 $216k 4.3k 49.85
2023-06-30 $237k 4.6k 51.70
2023-03-31 $219k 4.6k 47.85
2022-12-31 $243k 5.4k 44.81
2022-09-30 $232k 5.5k 42.01
2021-12-31 $468k 4.1k 113.10