Schwab U S Broad Market ETF shares owned by Resources Investment Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Resources Investment Advisors
from 13F filings
Historical chart of Resources Investment Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Resources 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 Resources Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $42M | 635k | 66.52 |
2024-06-30 | $38M | 602k | 62.87 |
2024-03-31 | $37M | 607k | 61.05 |
2023-09-30 | $13M | 268k | 49.85 |
2023-06-30 | $14M | 277k | 51.70 |
2023-03-31 | $14M | 301k | 47.85 |
2022-12-31 | $17M | 385k | 44.81 |
2022-09-30 | $8.6M | 206k | 41.99 |
2022-06-30 | $8.7M | 197k | 44.19 |
2022-03-31 | $11M | 214k | 53.39 |
2021-12-31 | $11M | 99k | 113.01 |
2021-09-30 | $11M | 106k | 103.86 |
2021-06-30 | $10M | 100k | 104.28 |
2021-03-31 | $9.2M | 95k | 96.71 |
2020-12-31 | $8.9M | 98k | 90.99 |
2020-09-30 | $9.1M | 114k | 79.64 |
2020-06-30 | $12M | 157k | 73.47 |
2020-03-31 | $10M | 168k | 60.43 |
2019-12-31 | $12M | 151k | 76.88 |
2019-09-30 | $5.2M | 73k | 71.02 |
2019-06-30 | $7.3M | 104k | 70.52 |
2019-03-31 | $24M | 356k | 68.07 |
2018-12-31 | $20M | 329k | 59.96 |
2018-09-30 | $2.2M | 31k | 70.40 |
2018-06-30 | $2.0M | 31k | 66.01 |
2018-03-31 | $9.1M | 142k | 63.79 |
2017-12-31 | $1.6M | 25k | 64.51 |
2017-09-30 | $1.4M | 23k | 60.91 |
2017-06-30 | $1.5M | 26k | 58.45 |
More positions owned by Resources Investment Advisors
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