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Schwab U S Broad Market ETF shares owned by Hamilton Point Investment Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Hamilton Point Investment Advisors from 13F filings

Historical chart of Hamilton Point Investment 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 Hamilton Point Investment 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 Hamilton Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $124k 1.9k 66.52
2024-06-30 $118k 1.9k 63.07
2024-03-31 $114k 1.9k 61.05
2023-12-31 $104k 1.9k 55.67