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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Lake Street Advisors 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 Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Lake Street Advisors Group