Schwab U S Broad Market ETF shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $593k | 9.7k | 61.05 |
| 2023-12-31 | $557k | 10k | 55.67 |
| 2023-09-30 | $512k | 10k | 49.85 |
| 2023-06-30 | $536k | 10k | 51.70 |
| 2023-03-31 | $527k | 11k | 47.85 |
| 2022-12-31 | $547k | 12k | 44.81 |
| 2022-09-30 | $550k | 13k | 42.02 |
| 2022-06-30 | $593k | 13k | 44.17 |
| 2022-03-31 | $710k | 13k | 53.38 |
| 2021-12-31 | $756k | 6.7k | 112.97 |
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