Schwab U S Broad Market ETF shares owned by Huber Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Huber Financial Advisors
from 13F filings
Historical chart of Huber Financial 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 Huber Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Huber Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-03-31 | $1.5M | 25k | 60.43 |
2019-12-31 | $1.5M | 20k | 76.87 |
2019-09-30 | $1.5M | 21k | 71.01 |
2019-06-30 | $1.6M | 22k | 70.54 |
2019-03-31 | $1.6M | 24k | 68.07 |
2018-12-31 | $1.3M | 22k | 59.94 |
2018-09-30 | $855k | 12k | 70.39 |
2018-06-30 | $709k | 11k | 65.90 |
2018-03-31 | $573k | 9.0k | 63.84 |
2017-12-31 | $486k | 7.5k | 64.52 |