Schwab U S Broad Market ETF shares owned by KC Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment 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 KC Investment 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 KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $339k | 13k | 26.23 |
| 2025-09-30 | $338k | 13k | 26.13 |
| 2025-06-30 | $312k | 13k | 23.83 |
| 2025-03-31 | $574k | 27k | 21.53 |
| 2024-12-31 | $349k | 15k | 22.70 |
| 2024-09-30 | $325k | 4.9k | 66.52 |
| 2024-06-30 | $328k | 5.2k | 62.87 |
| 2024-03-31 | $421k | 6.9k | 61.05 |
| 2023-12-31 | $377k | 6.8k | 55.67 |
| 2023-09-30 | $333k | 6.7k | 49.85 |
| 2023-06-30 | $350k | 6.8k | 51.70 |
| 2023-03-31 | $413k | 8.6k | 47.88 |
| 2022-12-31 | $386k | 8.6k | 44.79 |
| 2022-09-30 | $370k | 8.8k | 42.01 |
| 2022-06-30 | $386k | 8.7k | 44.17 |
| 2022-03-31 | $473k | 8.9k | 53.35 |
| 2021-12-31 | $485k | 4.3k | 113.03 |
| 2021-09-30 | $346k | 3.3k | 103.81 |
| 2021-06-30 | $752k | 7.2k | 104.24 |
| 2021-03-31 | $731k | 7.6k | 96.77 |
| 2020-12-31 | $726k | 8.0k | 91.00 |
| 2020-09-30 | $592k | 8.1k | 73.52 |
| 2020-06-30 | $592k | 8.1k | 73.52 |
| 2020-03-31 | $409k | 6.8k | 60.46 |