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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Genesee Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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