Schwab U S Broad Market ETF shares owned by Emerald Investment Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Emerald Investment Partners
from 13F filings
Historical chart of Emerald Investment Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Emerald Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $241k | 3.6k | 66.52 |
| 2024-06-30 | $250k | 4.0k | 63.07 |
| 2024-03-31 | $284k | 4.6k | 61.05 |
| 2023-12-31 | $269k | 4.8k | 55.67 |
| 2023-09-30 | $241k | 4.8k | 49.85 |
| 2023-06-30 | $255k | 4.9k | 51.70 |
| 2023-03-31 | $309k | 6.4k | 47.85 |
| 2022-12-31 | $330k | 7.4k | 44.81 |
| 2022-09-30 | $457k | 11k | 42.03 |
| 2022-06-30 | $522k | 12k | 44.20 |
| 2022-03-31 | $761k | 14k | 53.36 |
| 2021-12-31 | $1.6M | 15k | 113.03 |
| 2021-06-30 | $66k | 630 | 104.76 |
| 2021-03-31 | $53k | 549 | 96.54 |
| 2020-09-30 | $40k | 502 | 79.68 |
| 2020-06-30 | $37k | 502 | 73.71 |
| 2020-03-31 | $30k | 502 | 59.76 |
| 2019-12-31 | $39k | 502 | 77.69 |
| 2019-09-30 | $36k | 502 | 71.71 |
| 2019-06-30 | $35k | 502 | 69.72 |
| 2019-03-31 | $34k | 502 | 67.73 |
More positions owned by Emerald Investment Partners
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