Schwab U S Broad Market ETF shares owned by Private Trust Co Na
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Private Trust Co Na
from 13F filings
Historical chart of Private Trust Co Na investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Private Trust Co Na
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 61k | 25.71 |
| 2025-06-30 | $1.4M | 61k | 23.83 |
| 2025-03-31 | $1.3M | 60k | 21.53 |
| 2024-12-31 | $1.4M | 60k | 22.70 |
| 2023-06-30 | $1.5k | 29 | 51.69 |