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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Live Oak Investment Partners 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
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