Schwab U S Broad Market ETF shares owned by Edge Capital Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Edge Capital Group
from 13F filings
Historical chart of Edge Capital Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Edge Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $528k | 483 | 1092.85 |
| 2024-09-30 | $516k | 7.8k | 66.52 |
| 2024-06-30 | $588k | 9.3k | 62.87 |
| 2024-03-31 | $571k | 9.3k | 61.05 |
| 2023-09-30 | $732k | 15k | 49.85 |
| 2023-06-30 | $759k | 15k | 51.70 |
| 2023-03-31 | $780k | 16k | 47.85 |
| 2022-12-31 | $826k | 18k | 44.81 |
| 2022-09-30 | $774k | 18k | 41.99 |
| 2022-06-30 | $682k | 14k | 49.99 |
| 2022-03-31 | $1.1M | 20k | 53.37 |
| 2021-12-31 | $1.1M | 10k | 113.00 |
| 2021-09-30 | $1.3M | 12k | 103.82 |
| 2021-06-30 | $1.1M | 11k | 104.28 |
| 2021-03-31 | $1.2M | 12k | 96.74 |
| 2020-12-31 | $1.4M | 15k | 90.98 |
| 2020-09-30 | $1.2M | 15k | 79.65 |
| 2020-06-30 | $1.3M | 18k | 73.48 |
| 2020-03-31 | $1.1M | 18k | 60.45 |
| 2019-12-31 | $1.5M | 19k | 76.89 |
| 2019-09-30 | $1.5M | 21k | 71.03 |
| 2019-06-30 | $1.5M | 21k | 70.55 |
| 2019-03-31 | $1.5M | 21k | 68.03 |
| 2018-12-31 | $1.3M | 21k | 59.93 |