Schwab U S Broad Market ETF shares owned by Virtue Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Virtue Capital Management
from 13F filings
Historical chart of Virtue 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 Virtue 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 Virtue Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 12k | 25.71 |
| 2025-03-31 | $263k | 12k | 21.51 |
| 2024-03-31 | $873k | 15k | 59.66 |
| 2023-12-31 | $928k | 17k | 54.61 |
| 2023-09-30 | $2.2M | 43k | 51.67 |
| 2023-06-30 | $2.2M | 43k | 51.67 |
| 2023-03-31 | $2.3M | 49k | 47.08 |
| 2022-12-31 | $1.6M | 36k | 44.81 |
| 2022-09-30 | $683k | 16k | 41.97 |
| 2022-06-30 | $288k | 6.5k | 44.19 |
| 2022-03-31 | $3.1M | 59k | 53.38 |
| 2021-12-31 | $4.0M | 36k | 113.02 |
| 2021-09-30 | $3.3M | 32k | 103.85 |
| 2021-06-30 | $3.3M | 32k | 104.28 |
| 2021-03-31 | $2.5M | 26k | 96.72 |