Schwab U S Broad Market ETF shares owned by Capstone Financial Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capstone Financial Group
from 13F filings
Historical chart of Capstone Financial Group investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Capstone Financial Group 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 Capstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $255k | 3.2k | 79.99 |
| 2020-06-30 | $252k | 3.4k | 74.67 |
| 2020-03-31 | $206k | 3.4k | 60.43 |
| 2019-12-31 | $355k | 4.6k | 76.96 |