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Schwab U S Broad Market ETF shares owned by Private Capital Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Private Capital Management from 13F filings

Historical chart of Private 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 Private Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Private Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6M 41k 62.87
2024-03-31 $2.6M 43k 61.05
2023-12-31 $2.5M 45k 55.67
2023-09-30 $2.2M 45k 49.85
2023-06-30 $2.4M 47k 51.70
2023-03-31 $2.3M 48k 47.85
2022-12-31 $2.3M 51k 44.81
2022-09-30 $2.4M 58k 41.98
2022-06-30 $4.4M 83k 53.39
2022-03-31 $4.4M 83k 53.39
2021-12-31 $3.4M 30k 113.01
2021-09-30 $3.2M 31k 103.85
2021-06-30 $3.3M 32k 104.26
2021-03-31 $3.0M 31k 96.72
2020-12-31 $2.7M 30k 90.65
2020-09-30 $2.4M 30k 79.64
2020-06-30 $2.2M 30k 73.46
2020-03-31 $1.9M 31k 60.43
2019-12-31 $2.4M 34k 71.02
2019-09-30 $2.4M 34k 71.02
2019-06-30 $2.5M 35k 70.53
2019-03-31 $2.4M 35k 68.04
2018-12-31 $2.1M 35k 59.92