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Schwab U S Broad Market ETF shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 54k 66.52
2024-06-30 $3.5M 55k 63.07
2024-03-31 $3.5M 57k 61.05
2023-12-31 $3.2M 58k 55.67
2023-09-30 $2.9M 59k 49.85
2023-06-30 $3.3M 64k 51.70
2023-03-31 $3.1M 66k 47.85
2022-12-31 $3.1M 69k 44.81
2022-09-30 $3.0M 71k 41.99
2022-06-30 $3.2M 73k 44.20
2022-03-31 $3.9M 73k 53.39
2021-12-31 $4.1M 36k 113.00
2021-09-30 $3.8M 37k 103.87
2021-06-30 $3.9M 38k 104.26
2021-03-31 $3.5M 36k 96.71
2020-12-31 $3.3M 36k 90.98
2020-09-30 $3.0M 37k 79.65
2020-06-30 $2.8M 38k 73.46
2020-03-31 $2.3M 39k 60.44
2019-12-31 $2.9M 38k 76.87
2019-09-30 $2.6M 36k 71.01
2019-06-30 $2.5M 35k 70.52
2019-03-31 $2.0M 30k 68.05
2018-12-31 $1.8M 28k 62.37
2018-09-30 $1.7M 26k 66.00
2018-06-30 $1.7M 26k 66.00
2018-03-31 $1.6M 25k 63.79
2017-12-31 $1.5M 24k 64.54
2017-09-30 $1.5M 24k 60.92
2017-06-30 $1.4M 24k 58.48
2017-03-31 $1.3M 22k 57.07
2016-12-31 $1.0M 19k 54.20
2016-09-30 $952k 18k 52.29
2016-06-30 $877k 17k 50.32
2016-03-31 $849k 17k 49.30
2015-12-31 $771k 16k 49.05
2015-09-30 $686k 15k 46.35
2015-06-30 $721k 14k 50.24
2015-03-31 $724k 14k 50.47
2014-12-31 $696k 14k 49.79
2014-09-30 $665k 14k 47.57
2014-06-30 $672k 14k 47.73
2014-03-31 $646k 14k 45.72
2013-12-31 $627k 14k 45.01