Schwab U S Broad Market ETF shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 56k | 61.05 |
| 2023-12-31 | $3.0M | 54k | 55.67 |
| 2023-09-30 | $2.6M | 53k | 49.85 |
| 2023-06-30 | $2.5M | 49k | 51.70 |
| 2023-03-31 | $2.4M | 49k | 47.85 |
| 2022-12-31 | $2.4M | 52k | 44.81 |
| 2022-09-30 | $2.0M | 47k | 41.99 |
| 2022-06-30 | $2.0M | 45k | 44.19 |
| 2022-03-31 | $2.4M | 45k | 53.39 |
| 2021-12-31 | $2.8M | 25k | 113.01 |
| 2021-09-30 | $2.5M | 25k | 103.86 |
| 2021-06-30 | $2.9M | 28k | 104.27 |
| 2021-03-31 | $2.6M | 27k | 96.71 |
| 2020-12-31 | $2.5M | 27k | 90.99 |
| 2020-09-30 | $2.2M | 27k | 79.64 |
| 2020-06-30 | $2.0M | 28k | 73.47 |
| 2020-03-31 | $1.2M | 20k | 60.43 |
| 2019-12-31 | $11k | 146 | 76.88 |
| 2019-09-30 | $10k | 146 | 71.01 |
| 2019-06-30 | $10k | 146 | 70.53 |
| 2018-09-30 | $48k | 675 | 70.48 |
| 2018-06-30 | $46k | 675 | 68.19 |