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
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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 |
|---|---|---|---|
| 2025-09-30 | $645k | 25k | 25.71 |
| 2025-06-30 | $134k | 5.6k | 23.83 |
| 2025-03-31 | $121k | 5.6k | 21.53 |
| 2024-12-31 | $127k | 5.6k | 22.70 |
| 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 |
More positions owned by Hamilton Point Investment Advisors
View all positions for Hamilton Point Investment Advisors