Schwab U S Broad Market ETF shares owned by Osterweis Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Osterweis Capital Management
from 13F filings
Historical chart of Osterweis Capital Management 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 Osterweis Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Osterweis Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $178k | 3.2k | 55.67 |
2023-09-30 | $159k | 3.2k | 49.85 |
2023-06-30 | $242k | 4.7k | 51.70 |
2023-03-31 | $224k | 4.7k | 47.85 |
2022-12-31 | $210k | 4.7k | 44.81 |
2022-09-30 | $196k | 4.7k | 41.90 |
2022-06-30 | $207k | 4.7k | 44.25 |
2022-03-31 | $250k | 4.7k | 53.44 |
2021-12-31 | $264k | 2.3k | 112.87 |
2021-09-30 | $243k | 2.3k | 103.89 |
2021-06-30 | $244k | 2.3k | 104.32 |
2021-03-31 | $226k | 2.3k | 96.62 |
2020-12-31 | $213k | 2.3k | 91.06 |
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