Schwab U S Broad Market ETF shares owned by Staley Capital Advisers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Staley Capital Advisers
from 13F filings
Historical chart of Staley Capital Advisers investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Staley Capital Advisers 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 Staley Capital Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 22k | 61.05 |
| 2023-12-31 | $1.2M | 22k | 55.67 |
| 2023-09-30 | $1.1M | 22k | 49.85 |
| 2023-06-30 | $1.1M | 22k | 51.70 |
| 2023-03-31 | $1.1M | 22k | 47.84 |
| 2022-12-31 | $1.4M | 30k | 44.83 |
| 2022-09-30 | $1.3M | 30k | 41.99 |
| 2022-06-30 | $1.4M | 31k | 44.19 |
| 2022-03-31 | $1.7M | 31k | 53.39 |
| 2021-12-31 | $1.8M | 16k | 113.01 |
| 2021-09-30 | $1.7M | 16k | 103.83 |
| 2021-06-30 | $1.7M | 16k | 104.26 |
| 2021-03-31 | $1.6M | 17k | 96.71 |
| 2020-12-31 | $1.6M | 18k | 90.99 |
| 2020-09-30 | $1.4M | 18k | 79.66 |
| 2020-06-30 | $1.5M | 20k | 73.46 |
| 2020-03-31 | $1.4M | 23k | 60.42 |
| 2019-12-31 | $1.6M | 21k | 76.86 |
| 2019-09-30 | $1.5M | 21k | 71.03 |
| 2019-06-30 | $1.5M | 21k | 70.53 |
| 2019-03-31 | $1.4M | 21k | 68.03 |
| 2018-12-31 | $1.2M | 21k | 59.92 |
| 2018-09-30 | $1.4M | 20k | 70.38 |
| 2018-06-30 | $1.4M | 21k | 65.99 |
| 2018-03-31 | $1.4M | 21k | 63.78 |
| 2017-12-31 | $1.4M | 22k | 64.51 |
| 2017-09-30 | $1.3M | 22k | 60.91 |
| 2017-06-30 | $1.3M | 23k | 58.46 |
| 2017-03-31 | $1.5M | 26k | 57.05 |