Schwab U S Broad Market ETF shares owned by West Paces Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by West Paces Advisors
from 13F filings
Historical chart of West Paces Advisors 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 West Paces Advisors 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 West Paces Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 123k | 25.71 |
| 2025-06-30 | $3.0M | 126k | 23.83 |
| 2025-03-31 | $2.3M | 106k | 21.53 |
| 2024-12-31 | $2.4M | 106k | 22.70 |
| 2024-09-30 | $2.4M | 35k | 66.52 |
| 2024-06-30 | $2.3M | 36k | 62.87 |
| 2024-03-31 | $2.2M | 37k | 61.05 |
| 2023-12-31 | $2.1M | 38k | 55.67 |
| 2023-09-30 | $1.9M | 38k | 49.85 |
| 2023-06-30 | $2.0M | 40k | 51.70 |
| 2023-03-31 | $1.9M | 40k | 47.85 |
| 2022-12-31 | $2.1M | 46k | 44.81 |
| 2022-09-30 | $1.7M | 41k | 41.99 |
| 2022-06-30 | $2.8M | 63k | 44.19 |
| 2022-03-31 | $1.8M | 34k | 53.39 |
| 2021-12-31 | $2.1M | 18k | 113.01 |
| 2021-09-30 | $1.9M | 19k | 103.86 |
| 2021-06-30 | $1.9M | 19k | 104.27 |
| 2021-03-31 | $1.8M | 19k | 96.71 |
| 2020-12-31 | $1.8M | 20k | 90.99 |
| 2020-09-30 | $1.6M | 20k | 79.64 |
| 2020-06-30 | $1.4M | 20k | 73.47 |
| 2020-03-31 | $1.2M | 20k | 60.43 |
| 2019-12-31 | $1.2M | 16k | 76.88 |
| 2019-09-30 | $1.1M | 16k | 71.02 |
| 2019-06-30 | $1.1M | 16k | 70.53 |
| 2019-03-31 | $1.2M | 17k | 68.05 |
| 2018-12-31 | $1.1M | 19k | 59.93 |
| 2018-09-30 | $648k | 9.2k | 70.39 |
| 2018-06-30 | $280k | 4.2k | 65.99 |
| 2018-03-31 | $270k | 4.2k | 63.79 |
| 2017-12-31 | $289k | 4.5k | 64.52 |
| 2017-09-30 | $273k | 4.5k | 60.91 |
| 2017-06-30 | $273k | 4.7k | 58.46 |
| 2017-03-31 | $278k | 4.9k | 57.06 |
| 2016-12-31 | $302k | 5.6k | 54.18 |