Schwab U S Broad Market ETF shares owned by Baker Avenue Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Baker Avenue Asset Management
from 13F filings
Historical chart of Baker Avenue Asset Management 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 Baker Avenue Asset Management 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 Baker Avenue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $570k | 9.3k | 61.05 |
| 2023-12-31 | $472k | 8.5k | 55.67 |
| 2023-09-30 | $435k | 8.7k | 49.85 |
| 2023-06-30 | $452k | 8.7k | 51.70 |
| 2023-03-31 | $418k | 8.7k | 47.85 |
| 2022-12-31 | $405k | 9.0k | 44.81 |
| 2022-09-30 | $380k | 9.0k | 42.00 |
| 2022-06-30 | $537k | 12k | 44.15 |
| 2022-03-31 | $547k | 10k | 53.38 |
| 2021-12-31 | $906k | 8.0k | 113.07 |
| 2021-09-30 | $244k | 2.4k | 103.61 |
| 2021-06-30 | $245k | 2.4k | 104.03 |
| 2021-03-31 | $227k | 2.4k | 96.39 |
| 2020-12-31 | $214k | 2.4k | 90.87 |
More positions owned by Baker Avenue Asset Management
View all positions for Baker Avenue Asset Management