Schwab U S Broad Market ETF shares owned by Live Oak Investment Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Live Oak Investment Partners
from 13F filings
Historical chart of Live Oak Investment Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Live Oak Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 16k | 25.71 |
| 2025-06-30 | $377k | 16k | 23.83 |
| 2025-03-31 | $341k | 16k | 21.53 |
| 2024-12-31 | $359k | 16k | 22.70 |
| 2024-09-30 | $351k | 5.3k | 66.52 |
| 2024-06-30 | $332k | 5.3k | 62.87 |
| 2023-12-31 | $294k | 5.3k | 55.67 |
| 2023-09-30 | $263k | 5.3k | 49.85 |
| 2023-06-30 | $273k | 5.3k | 51.70 |
| 2023-03-31 | $253k | 5.3k | 47.85 |
| 2022-12-31 | $236k | 5.3k | 44.81 |
More positions owned by Live Oak Investment Partners
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