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Schwab U S Broad Market ETF shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 573k 26.25
2025-09-30 $2.3M 90k 25.71
2025-06-30 $2.1M 86k 24.20
2025-03-31 $1.9M 87k 21.44
2024-12-31 $2.6M 115k 22.95
2024-09-30 $1.2M 18k 66.52
2024-06-30 $338k 5.4k 62.87