Schwab U S Broad Market ETF shares owned by CVA Family Office
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 304k | 25.71 |
| 2025-06-30 | $7.2M | 304k | 23.83 |
| 2025-03-31 | $6.3M | 295k | 21.53 |
| 2024-12-31 | $6.8M | 299k | 22.70 |
| 2024-09-30 | $6.7M | 101k | 66.52 |
| 2024-06-30 | $6.2M | 99k | 62.87 |
| 2024-03-31 | $6.1M | 100k | 61.05 |
| 2023-12-31 | $5.8M | 104k | 55.67 |
| 2023-09-30 | $5.4M | 109k | 49.85 |
| 2023-06-30 | $5.8M | 111k | 51.70 |
| 2023-03-31 | $5.3M | 112k | 47.85 |
| 2022-12-31 | $5.1M | 113k | 44.81 |
| 2022-09-30 | $5.0M | 119k | 41.99 |
| 2022-06-30 | $5.3M | 119k | 44.19 |
| 2022-03-31 | $6.5M | 122k | 53.39 |
| 2021-12-31 | $6.7M | 60k | 113.01 |
| 2021-09-30 | $4.8M | 60k | 79.63 |
| 2021-06-30 | $6.5M | 62k | 104.27 |
| 2021-03-31 | $6.1M | 63k | 96.71 |
| 2020-12-31 | $5.4M | 60k | 90.99 |
| 2020-09-30 | $4.8M | 60k | 79.63 |
| 2020-06-30 | $3.9M | 53k | 73.47 |
| 2020-03-31 | $1.8M | 30k | 60.41 |
| 2019-12-31 | $1.4M | 19k | 76.90 |