Schwab U S Broad Market ETF shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group 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 InterOcean Capital Group 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 InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 17k | 61.05 |
| 2023-12-31 | $907k | 16k | 55.67 |
| 2023-09-30 | $971k | 20k | 49.85 |
| 2023-06-30 | $1.0M | 20k | 51.70 |
| 2023-03-31 | $900k | 19k | 47.85 |
| 2022-12-31 | $816k | 18k | 44.81 |
| 2022-09-30 | $792k | 19k | 42.01 |
| 2022-06-30 | $894k | 20k | 44.19 |
| 2022-03-31 | $954k | 18k | 53.37 |
| 2021-12-31 | $1.0M | 9.0k | 113.06 |
| 2021-09-30 | $938k | 9.0k | 103.84 |
| 2021-06-30 | $912k | 8.7k | 104.30 |
| 2021-03-31 | $444k | 4.6k | 96.67 |
| 2020-12-31 | $455k | 5.0k | 91.00 |