Schwab U S Broad Market ETF shares owned by Crewe Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe 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 Crewe 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 Crewe Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $556k | 8.4k | 66.52 |
2024-06-30 | $509k | 8.1k | 62.87 |
2024-03-31 | $494k | 8.1k | 61.05 |
2023-12-31 | $426k | 7.7k | 55.67 |
2023-09-30 | $380k | 7.6k | 49.85 |
2023-06-30 | $393k | 7.6k | 51.70 |
2023-03-31 | $346k | 7.2k | 47.85 |
2022-12-31 | $323k | 7.2k | 44.81 |
2022-09-30 | $342k | 8.1k | 42.05 |
2022-06-30 | $358k | 8.1k | 44.14 |
2022-03-31 | $432k | 8.1k | 53.40 |
2021-12-31 | $456k | 4.0k | 112.90 |
2021-09-30 | $380k | 3.7k | 103.83 |
2021-06-30 | $381k | 3.7k | 104.30 |