Schwab U S Broad Market ETF shares owned by Shorepoint Capital Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Shorepoint Capital Partners
from 13F filings
Historical chart of Shorepoint Capital Partners 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 Shorepoint Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Shorepoint Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $990k | 20k | 49.85 |
| 2023-06-30 | $1.1M | 21k | 51.70 |
| 2023-03-31 | $1.0M | 21k | 47.85 |
| 2022-12-31 | $958k | 21k | 44.83 |
| 2022-09-30 | $907k | 22k | 41.97 |
| 2022-06-30 | $966k | 22k | 44.18 |
| 2022-03-31 | $1.2M | 22k | 53.38 |
| 2021-12-31 | $1.3M | 11k | 112.98 |
| 2021-09-30 | $1.2M | 11k | 103.85 |
| 2021-03-31 | $1.1M | 11k | 96.70 |
| 2020-12-31 | $1.0M | 12k | 90.99 |
| 2020-09-30 | $900k | 11k | 79.64 |
| 2020-06-30 | $868k | 12k | 73.47 |
| 2020-03-31 | $727k | 12k | 60.43 |
| 2019-12-31 | $733k | 9.5k | 76.93 |
| 2019-09-30 | $661k | 9.3k | 71.01 |
| 2019-06-30 | $688k | 9.7k | 70.58 |
| 2019-03-31 | $695k | 10k | 68.04 |
More positions owned by Shorepoint Capital Partners
View all positions for Shorepoint Capital Partners