Schwab U S Broad Market ETF shares owned by HC Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by HC Advisors
from 13F filings
Historical chart of HC 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 HC Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by HC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 10k | 25.71 |
| 2025-06-30 | $243k | 10k | 23.83 |
| 2025-03-31 | $219k | 10k | 21.53 |
| 2024-12-31 | $231k | 10k | 22.70 |
| 2024-09-30 | $226k | 3.4k | 66.52 |
| 2024-06-30 | $214k | 3.4k | 62.87 |
| 2024-03-31 | $207k | 3.4k | 61.05 |