Schwab U S Broad Market ETF shares owned by Towercrest Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Towercrest Capital Management
from 13F filings
Historical chart of Towercrest Capital Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Towercrest Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Towercrest Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $11M | 159k | 66.52 |
2024-06-30 | $10M | 161k | 62.87 |
2024-03-31 | $10M | 167k | 61.05 |
2023-12-31 | $9.5M | 170k | 55.67 |
2023-09-30 | $8.5M | 170k | 49.85 |
2023-06-30 | $9.3M | 180k | 51.70 |
2023-03-31 | $7.8M | 163k | 47.85 |
2022-12-31 | $7.2M | 161k | 44.81 |
2022-09-30 | $6.9M | 164k | 41.99 |
2022-06-30 | $8.6M | 194k | 44.19 |
2022-03-31 | $11M | 199k | 53.39 |
2021-12-31 | $12M | 104k | 113.01 |
2021-09-30 | $11M | 103k | 103.86 |
2021-06-30 | $11M | 104k | 104.27 |
2021-03-31 | $8.2M | 85k | 96.70 |
2020-12-31 | $6.7M | 74k | 90.99 |
2020-09-30 | $6.0M | 76k | 79.65 |
2020-06-30 | $5.8M | 79k | 73.47 |
2020-03-31 | $5.4M | 89k | 60.43 |
2019-12-31 | $9.0M | 117k | 76.88 |
2019-09-30 | $8.1M | 114k | 71.02 |
2019-06-30 | $8.0M | 114k | 70.52 |
2019-03-31 | $6.1M | 90k | 68.05 |
2018-12-31 | $5.0M | 83k | 59.93 |
2018-09-30 | $5.9M | 84k | 70.39 |
2018-06-30 | $4.7M | 71k | 65.99 |
More positions owned by Towercrest Capital Management
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