Schwab U S Broad Market ETF shares owned by FinTrust Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by FinTrust Capital Advisors
from 13F filings
Historical chart of FinTrust Capital 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 FinTrust Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by FinTrust Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $623k | 9.4k | 66.52 |
2024-06-30 | $588k | 9.3k | 62.87 |
2024-03-31 | $571k | 9.3k | 61.05 |
2023-09-30 | $465k | 9.3k | 49.85 |
2023-06-30 | $418k | 9.3k | 44.81 |
2023-03-31 | $418k | 9.3k | 44.81 |
2022-12-31 | $418k | 9.3k | 44.81 |
2022-09-30 | $154k | 3.5k | 43.65 |
2022-06-30 | $164k | 3.5k | 46.49 |
2022-03-31 | $189k | 3.5k | 53.57 |
2021-12-31 | $199k | 1.8k | 112.81 |
2021-09-30 | $183k | 1.8k | 103.74 |
2021-06-30 | $184k | 1.8k | 104.31 |
2021-03-31 | $171k | 1.8k | 96.94 |
2020-12-31 | $161k | 1.8k | 91.27 |
2020-09-30 | $140k | 1.8k | 79.37 |
2020-06-30 | $136k | 1.8k | 73.55 |
2020-03-31 | $112k | 1.8k | 60.57 |
2019-12-31 | $142k | 1.8k | 76.80 |
2019-09-30 | $131k | 1.8k | 70.85 |
2019-06-30 | $146k | 2.1k | 70.43 |
2019-03-31 | $141k | 2.1k | 68.02 |
2018-12-31 | $128k | 2.1k | 59.90 |