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Schwab U S Broad Market ETF shares owned by Stonebridge Capital Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Stonebridge Capital Advisors from 13F filings

Historical chart of Stonebridge Capital Advisors 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 Stonebridge 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 Stonebridge Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $494k 17k 28.96
2022-06-30 $0 0 0.00
2022-03-31 $5.0k 43 116.28
2021-12-31 $5.0k 43 116.28
2021-09-30 $4.0k 43 93.02
2020-12-31 $587k 6.5k 91.01
2020-09-30 $514k 6.5k 79.69
2020-06-30 $474k 6.5k 73.49
2020-03-31 $390k 6.5k 60.47
2019-12-31 $496k 6.5k 76.90
2019-09-30 $458k 6.5k 71.01
2019-06-30 $455k 6.5k 70.54
2019-03-31 $439k 6.5k 68.06
2018-12-31 $625k 10k 59.90