Schwab U S Broad Market ETF shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 110k | 22.70 |
| 2024-09-30 | $2.4M | 37k | 66.52 |
| 2024-06-30 | $2.3M | 37k | 63.07 |
| 2023-12-31 | $2.0M | 37k | 55.67 |
| 2023-09-30 | $1.8M | 37k | 49.84 |
| 2023-06-30 | $1.9M | 36k | 51.70 |
| 2023-03-31 | $1.7M | 36k | 47.85 |
| 2022-12-31 | $1.6M | 36k | 44.81 |
| 2022-09-30 | $1.5M | 36k | 42.00 |
| 2022-06-30 | $1.6M | 36k | 44.20 |
| 2022-03-31 | $1.9M | 36k | 53.40 |
| 2021-12-31 | $2.0M | 18k | 113.03 |
| 2021-09-30 | $1.8M | 18k | 103.89 |
More positions owned by Lake Street Advisors Group
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