Schwab U S Broad Market ETF shares owned by Patton Albertson & Miller
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Patton Albertson & Miller
from 13F filings
Historical chart of Patton Albertson & Miller 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 Patton Albertson & Miller consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Patton Albertson & Miller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $671k | 11k | 62.87 |
| 2024-03-31 | $666k | 11k | 61.05 |
| 2023-12-31 | $691k | 12k | 55.67 |
| 2023-09-30 | $638k | 13k | 49.85 |
| 2023-06-30 | $790k | 15k | 51.70 |
| 2023-03-31 | $916k | 19k | 47.85 |
| 2022-12-31 | $898k | 20k | 44.81 |
| 2022-09-30 | $865k | 21k | 41.99 |
| 2022-06-30 | $996k | 23k | 44.18 |
| 2022-03-31 | $1.5M | 28k | 53.41 |
| 2021-12-31 | $1.6M | 14k | 113.03 |
| 2021-09-30 | $1.5M | 14k | 103.89 |
| 2021-06-30 | $1.5M | 14k | 104.24 |
| 2021-03-31 | $1.4M | 14k | 96.73 |
| 2020-12-31 | $1.5M | 16k | 96.70 |
| 2020-09-30 | $1.5M | 19k | 79.65 |
| 2020-06-30 | $1.5M | 20k | 73.48 |
| 2020-03-31 | $1.2M | 20k | 60.41 |
| 2019-12-31 | $1.5M | 20k | 76.90 |
| 2019-09-30 | $1.4M | 19k | 71.03 |
| 2019-06-30 | $1.3M | 19k | 70.00 |