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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab U S Broad Market ETF by Towercrest Capital Management

Quarter filed Position value Share count Share price at filing
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