Schwab U S Broad Market ETF shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. 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 Yale Capital Corp. 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 Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 29k | 66.52 |
| 2024-03-31 | $1.8M | 29k | 61.05 |
| 2023-09-30 | $1.5M | 29k | 49.85 |
| 2023-06-30 | $1.5M | 30k | 51.70 |
| 2023-03-31 | $1.6M | 33k | 47.85 |
| 2022-12-31 | $1.5M | 33k | 44.81 |
| 2022-09-30 | $1.3M | 32k | 42.00 |
| 2022-06-30 | $1.4M | 32k | 44.19 |
| 2022-03-31 | $1.7M | 32k | 53.40 |
| 2021-12-31 | $1.8M | 16k | 112.98 |
| 2021-09-30 | $1.7M | 16k | 103.84 |
| 2021-06-30 | $1.5M | 15k | 104.27 |
| 2021-03-31 | $1.4M | 15k | 96.74 |
| 2020-12-31 | $1.4M | 15k | 91.01 |
| 2020-09-30 | $1.2M | 15k | 79.64 |
| 2020-06-30 | $1.1M | 15k | 73.44 |
| 2020-03-31 | $890k | 15k | 60.40 |
| 2019-12-31 | $1.1M | 15k | 76.85 |
| 2019-09-30 | $1.1M | 15k | 71.05 |
| 2019-06-30 | $1.1M | 15k | 70.51 |
| 2019-03-31 | $2.0M | 30k | 68.03 |
| 2018-12-31 | $894k | 15k | 59.92 |
| 2018-09-30 | $1.0M | 15k | 70.38 |
| 2018-06-30 | $983k | 15k | 65.96 |
| 2018-03-31 | $951k | 15k | 63.81 |
| 2017-12-31 | $962k | 15k | 64.55 |
| 2017-09-30 | $908k | 15k | 60.92 |
| 2017-06-30 | $874k | 15k | 58.45 |
| 2017-03-31 | $850k | 15k | 57.03 |
| 2016-12-31 | $719k | 13k | 54.15 |
| 2016-09-30 | $695k | 13k | 52.34 |
| 2016-06-30 | $670k | 13k | 50.27 |
| 2016-03-31 | $662k | 13k | 49.31 |
| 2015-12-31 | $658k | 13k | 49.01 |
| 2015-09-30 | $517k | 11k | 46.41 |
| 2015-06-30 | $559k | 11k | 50.18 |
| 2015-03-31 | $562k | 11k | 50.45 |
| 2014-12-31 | $555k | 11k | 49.82 |
| 2014-09-30 | $530k | 11k | 47.58 |
| 2014-06-30 | $532k | 11k | 47.76 |
| 2014-03-31 | $509k | 11k | 45.70 |
| 2013-12-31 | $501k | 11k | 44.98 |
| 2013-09-30 | $458k | 11k | 41.12 |
| 2013-06-30 | $433k | 11k | 38.87 |
More positions owned by Yale Capital Corp.
Home Depot (HD)
View all positions for Yale Capital Corp.