Schwab U S Broad Market ETF shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling 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 Per Stirling Capital Management 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 Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $550k | 21k | 25.71 |
| 2025-06-30 | $511k | 21k | 23.83 |
| 2025-03-31 | $464k | 22k | 21.53 |
| 2024-12-31 | $493k | 22k | 22.70 |
| 2024-09-30 | $481k | 7.2k | 66.52 |
| 2024-03-31 | $276k | 4.5k | 61.05 |
| 2023-12-31 | $251k | 4.5k | 55.67 |
| 2023-09-30 | $225k | 4.5k | 49.85 |
| 2023-06-30 | $247k | 4.8k | 51.70 |
| 2023-03-31 | $236k | 4.9k | 47.85 |
| 2022-12-31 | $234k | 5.2k | 44.81 |
More positions owned by Per Stirling Capital Management
View all positions for Per Stirling Capital Management