Schwab U S Broad Market ETF shares owned by Prime Capital Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Prime Capital Investment Advisors
from 13F filings
Historical chart of Prime Capital Investment 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 Prime Capital Investment Advisors 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 Prime Capital Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $10M | 152k | 66.52 |
2024-06-30 | $9.5M | 151k | 62.87 |
2024-03-31 | $9.7M | 159k | 61.05 |
2023-12-31 | $9.2M | 165k | 55.67 |
2023-09-30 | $8.3M | 167k | 49.85 |
2023-06-30 | $8.7M | 168k | 51.70 |
2023-03-31 | $2.2M | 47k | 47.85 |
2022-12-31 | $2.2M | 50k | 44.81 |
2022-09-30 | $2.1M | 51k | 41.98 |
2022-06-30 | $2.3M | 52k | 44.19 |
2022-03-31 | $13M | 113k | 113.01 |
2021-12-31 | $13M | 114k | 113.01 |
2021-09-30 | $11M | 103k | 103.86 |
2021-06-30 | $11M | 104k | 104.27 |
2021-03-31 | $9.0M | 93k | 96.71 |
2020-12-31 | $8.1M | 89k | 90.99 |
2020-09-30 | $4.7M | 59k | 79.64 |
2020-06-30 | $5.0M | 68k | 73.47 |
2020-03-31 | $3.8M | 63k | 60.43 |
2019-12-31 | $2.9M | 38k | 76.87 |
2019-09-30 | $2.6M | 36k | 71.01 |
2019-06-30 | $2.3M | 32k | 70.52 |
2019-03-31 | $1.9M | 28k | 68.05 |
2018-12-31 | $1.6M | 27k | 59.93 |
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