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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

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Quarterly reported holdings in Schwab U S Broad Market ETF by InterOcean Capital Group

Quarter filed Position value Share count Share price at filing
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