Schwab U S Broad Market ETF shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by SRS Capital Advisors 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.0M | 177k | 22.70 |
| 2024-09-30 | $3.8M | 57k | 66.52 |
| 2024-06-30 | $3.6M | 58k | 62.87 |
| 2024-03-31 | $3.6M | 59k | 61.05 |
| 2023-12-31 | $3.5M | 63k | 55.67 |
| 2023-09-30 | $2.9M | 59k | 49.85 |
| 2023-06-30 | $2.5M | 48k | 51.70 |
| 2023-03-31 | $1.9M | 39k | 47.85 |
| 2022-12-31 | $1.6M | 35k | 44.81 |
| 2022-09-30 | $1.6M | 37k | 42.00 |
| 2022-06-30 | $1.7M | 38k | 44.20 |
| 2022-03-31 | $1.4M | 26k | 53.39 |
| 2021-12-31 | $1.2M | 11k | 113.00 |
| 2021-09-30 | $1.1M | 10k | 103.85 |
| 2021-06-30 | $968k | 9.3k | 104.27 |
| 2020-12-31 | $794k | 8.7k | 90.98 |
| 2020-09-30 | $726k | 9.1k | 79.59 |
| 2020-06-30 | $677k | 9.2k | 73.48 |
| 2020-03-31 | $386k | 6.4k | 60.36 |
| 2019-12-31 | $73k | 943 | 77.41 |
| 2019-09-30 | $66k | 933 | 70.74 |
| 2019-06-30 | $70k | 987 | 70.92 |
| 2018-12-31 | $4.0k | 61 | 65.57 |
| 2018-09-30 | $4.0k | 53 | 75.47 |