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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

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Quarterly 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