Schwab U S Broad Market ETF shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital Partners 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 Aveo Capital Partners 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 Aveo Capital Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $219k | 3.7k | 59.54 |
2023-12-31 | $281k | 5.1k | 55.67 |
2023-09-30 | $260k | 5.2k | 49.85 |
2023-06-30 | $476k | 9.2k | 51.70 |
2023-03-31 | $354k | 7.4k | 47.85 |
2022-12-31 | $210k | 4.7k | 44.81 |
2022-03-31 | $709k | 13k | 53.40 |
2021-12-31 | $987k | 8.7k | 113.03 |
2021-09-30 | $704k | 6.8k | 103.83 |
2021-06-30 | $489k | 4.7k | 104.35 |
2021-03-31 | $304k | 3.1k | 96.69 |