Schwab U S Broad Market ETF shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $584k | 9.6k | 61.05 |
| 2023-12-31 | $531k | 9.5k | 55.67 |
| 2023-09-30 | $474k | 9.5k | 49.85 |
| 2023-06-30 | $490k | 9.5k | 51.70 |
| 2023-03-31 | $380k | 7.9k | 47.85 |
| 2022-12-31 | $354k | 7.9k | 44.81 |
| 2022-09-30 | $334k | 8.0k | 41.93 |
| 2022-06-30 | $352k | 8.0k | 44.19 |