Schwab U S Broad Market ETF shares owned by Vista Capital Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Vista Capital Partners
from 13F filings
Historical chart of Vista Capital Partners 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 Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Vista Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 198k | 55.67 |
| 2023-09-30 | $9.6M | 192k | 49.85 |
| 2023-06-30 | $11M | 206k | 51.70 |
| 2023-03-31 | $10M | 209k | 47.85 |
| 2022-12-31 | $8.8M | 195k | 44.81 |
| 2022-09-30 | $4.9M | 117k | 41.99 |
| 2022-06-30 | $4.7M | 106k | 44.19 |
| 2022-03-31 | $5.6M | 106k | 53.39 |
| 2021-12-31 | $3.9M | 34k | 113.01 |
| 2021-09-30 | $3.6M | 35k | 103.86 |
| 2021-06-30 | $3.7M | 36k | 104.27 |
| 2021-03-31 | $3.5M | 36k | 96.70 |
| 2020-12-31 | $3.3M | 37k | 91.00 |
| 2020-09-30 | $3.1M | 39k | 79.63 |
| 2020-06-30 | $2.9M | 39k | 73.48 |
| 2020-03-31 | $5.9M | 98k | 60.43 |
| 2019-12-31 | $2.2M | 28k | 76.87 |
| 2019-09-30 | $2.1M | 29k | 71.02 |
| 2019-06-30 | $2.1M | 30k | 70.54 |
| 2019-03-31 | $2.1M | 30k | 68.05 |
| 2018-12-31 | $5.9M | 99k | 59.92 |
| 2018-09-30 | $776k | 11k | 70.40 |
| 2018-06-30 | $737k | 11k | 65.93 |
| 2018-03-31 | $716k | 11k | 63.83 |
| 2017-12-31 | $657k | 10k | 64.47 |
| 2017-09-30 | $603k | 9.9k | 60.87 |
| 2017-06-30 | $634k | 11k | 58.47 |
| 2017-03-31 | $600k | 11k | 57.05 |
| 2016-12-31 | $541k | 10k | 54.15 |
| 2016-09-30 | $499k | 9.5k | 52.28 |
| 2016-06-30 | $438k | 8.7k | 50.31 |
| 2016-03-31 | $390k | 7.9k | 49.27 |
| 2015-12-31 | $365k | 7.4k | 49.00 |
| 2015-09-30 | $335k | 7.2k | 46.33 |
| 2015-06-30 | $540k | 11k | 50.26 |
| 2015-03-31 | $500k | 9.9k | 50.47 |
| 2014-12-31 | $478k | 9.6k | 49.82 |
| 2014-09-30 | $213k | 4.5k | 47.52 |
| 2014-06-30 | $259k | 5.4k | 47.66 |
| 2014-03-31 | $236k | 5.2k | 45.67 |
| 2013-12-31 | $205k | 4.5k | 45.08 |