Schwab U S Broad Market ETF shares owned by Washburn Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Washburn Capital Management
from 13F filings
Historical chart of Washburn 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 Washburn 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 Washburn Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $542k | 8.2k | 66.52 |
2024-06-30 | $561k | 8.9k | 62.87 |
2024-03-31 | $615k | 10k | 61.05 |
2023-12-31 | $521k | 9.4k | 55.67 |
2023-09-30 | $459k | 9.2k | 49.85 |
2023-06-30 | $495k | 9.6k | 51.70 |
2023-03-31 | $446k | 9.3k | 47.85 |
2022-12-31 | $401k | 9.0k | 44.81 |
2022-09-30 | $430k | 10k | 41.97 |
2022-06-30 | $470k | 11k | 44.21 |
2022-03-31 | $683k | 13k | 53.36 |
2021-12-31 | $757k | 6.7k | 113.04 |
2021-09-30 | $696k | 6.7k | 103.93 |
2021-06-30 | $662k | 6.4k | 104.22 |
2021-03-31 | $650k | 6.7k | 96.67 |
2020-12-31 | $798k | 8.8k | 91.03 |
2020-09-30 | $742k | 9.3k | 79.62 |
2020-06-30 | $1.2M | 16k | 73.48 |
More positions owned by Washburn Capital Management
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