Emerald Investment Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $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