Schwab U S Broad Market ETF shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family 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 Pinnacle Family Advisors 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 Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.5M | 200k | 22.70 |
| 2024-09-30 | $4.1M | 62k | 66.52 |
| 2024-06-30 | $4.2M | 66k | 62.87 |
| 2024-03-31 | $4.2M | 69k | 61.05 |
| 2023-12-31 | $1.2M | 21k | 55.67 |
| 2023-09-30 | $815k | 16k | 49.85 |
| 2023-06-30 | $1.2M | 24k | 51.70 |
| 2023-03-31 | $661k | 14k | 47.85 |
| 2022-12-31 | $398k | 8.9k | 44.81 |
| 2022-09-30 | $316k | 7.5k | 41.93 |
| 2022-06-30 | $637k | 14k | 44.17 |
| 2022-03-31 | $842k | 16k | 53.42 |
| 2021-12-31 | $1.0M | 9.1k | 113.04 |
| 2021-09-30 | $903k | 8.7k | 103.88 |
| 2021-06-30 | $583k | 5.6k | 104.24 |
| 2021-03-31 | $546k | 5.7k | 96.64 |
| 2020-12-31 | $610k | 6.7k | 91.00 |
| 2020-09-30 | $512k | 6.4k | 79.66 |
| 2020-06-30 | $524k | 7.1k | 73.46 |
| 2019-12-31 | $341k | 4.4k | 76.92 |
| 2019-09-30 | $279k | 3.9k | 71.08 |
| 2019-06-30 | $307k | 4.4k | 70.49 |
| 2019-03-31 | $317k | 4.7k | 68.08 |
| 2018-12-31 | $260k | 4.3k | 60.03 |
| 2018-09-30 | $354k | 5.0k | 70.41 |
| 2018-06-30 | $1.5M | 23k | 66.01 |
| 2018-03-31 | $665k | 10k | 63.80 |
| 2017-12-31 | $541k | 8.4k | 64.56 |
| 2017-09-30 | $511k | 8.4k | 60.90 |
| 2017-06-30 | $498k | 8.5k | 58.51 |
| 2017-03-31 | $474k | 8.3k | 57.07 |
| 2016-12-31 | $442k | 8.2k | 54.16 |