Schwab U S Broad Market ETF shares owned by Genesee Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Genesee Capital Advisors
from 13F filings
Historical chart of Genesee Capital Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Genesee Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 1.4M | 25.71 |
| 2025-06-30 | $36M | 1.5M | 23.83 |
| 2025-03-31 | $32M | 1.5M | 21.53 |
| 2024-12-31 | $35M | 1.5M | 22.70 |
| 2024-09-30 | $33M | 499k | 66.52 |
| 2024-06-30 | $31M | 494k | 62.87 |
| 2024-03-31 | $30M | 495k | 61.05 |
| 2023-12-31 | $19M | 342k | 55.67 |
| 2023-09-30 | $14M | 284k | 49.85 |
| 2023-06-30 | $14M | 274k | 51.70 |
| 2023-03-31 | $13M | 275k | 47.85 |
| 2022-12-31 | $12M | 276k | 44.81 |
| 2022-09-30 | $11M | 271k | 41.99 |
| 2022-06-30 | $12M | 267k | 44.19 |
| 2022-03-31 | $15M | 280k | 53.39 |
| 2021-12-31 | $17M | 147k | 113.01 |
| 2021-09-30 | $16M | 150k | 103.86 |
| 2021-06-30 | $690k | 6.6k | 104.20 |
| 2021-03-31 | $12M | 129k | 96.71 |
| 2020-12-31 | $10M | 115k | 90.98 |
| 2020-09-30 | $9.2M | 115k | 79.64 |
| 2020-06-30 | $7.3M | 100k | 73.47 |
| 2020-03-31 | $5.6M | 92k | 60.43 |
| 2019-12-31 | $6.3M | 82k | 76.87 |
| 2019-09-30 | $5.7M | 80k | 71.01 |
| 2019-06-30 | $5.0M | 71k | 70.52 |
| 2019-03-31 | $497k | 7.3k | 68.01 |