Schwab U S Broad Market ETF shares owned by Relative Value Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Relative Value Partners
from 13F filings
Historical chart of Relative Value Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Relative Value Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $381k | 6.8k | 55.67 |
| 2023-09-30 | $341k | 6.8k | 49.85 |
| 2023-06-30 | $354k | 6.8k | 51.70 |
| 2023-03-31 | $327k | 6.8k | 47.85 |
| 2022-12-31 | $306k | 6.8k | 44.81 |
| 2022-09-30 | $287k | 6.8k | 42.02 |
| 2022-03-31 | $364k | 6.8k | 53.33 |