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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

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Quarterly 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