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Schwab U S Broad Market ETF shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $76M 1.1M 66.52
2024-06-30 $94M 1.5M 62.87
2024-03-31 $89M 1.5M 61.05
2023-12-31 $75M 1.4M 55.68
2023-09-30 $71M 1.4M 49.86
2023-06-30 $58M 1.1M 51.71
2023-03-31 $54M 1.1M 47.86
2022-12-31 $47M 1.1M 44.82
2022-09-30 $42M 991k 42.00
2022-06-30 $46M 1.0M 44.20
2022-03-31 $54M 1.0M 53.39
2021-12-31 $35M 309k 113.03
2021-09-30 $33M 316k 103.86
2021-06-30 $32M 310k 104.27
2021-03-31 $30M 315k 96.71
2020-12-31 $29M 316k 90.99
2020-09-30 $25M 308k 80.36
2020-06-30 $31M 415k 73.86
2020-03-31 $24M 412k 57.67
2019-12-31 $37M 475k 77.54
2019-09-30 $35M 495k 71.02
2019-06-30 $28M 401k 70.81
2019-03-31 $28M 412k 68.05
2018-12-31 $11M 176k 60.01
2018-09-30 $21M 297k 70.39
2018-06-30 $11M 163k 65.99
2018-03-31 $9.5M 153k 62.36
2017-12-31 $11M 167k 64.52
2017-09-30 $15M 240k 60.91
2017-06-30 $14M 233k 58.46
2017-03-31 $13M 234k 57.06
2016-12-31 $4.9M 90k 54.18
2016-09-30 $11M 221k 50.30
2016-03-31 $8.7M 178k 49.28
2015-12-31 $10M 207k 49.04
2015-09-30 $9.6M 208k 46.38

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Hengehold Capital Management
HB Wealth Management
Betterment
HT Partners
Hanson & Doremus Investment Management
Summit Financial Strategies
HHM Wealth Advisors
Rebalance
SCS Capital Management
Evensky & Katz
Ballentine Partners
Strid
CliftonLarsonAllen Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Broad Market ETF