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Schwab U S Broad Market ETF shares owned by CI Private Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 252k 61.05
2023-12-31 $14M 242k 55.67
2023-09-30 $6.5M 130k 49.85
2023-06-30 $6.0M 116k 51.70
2023-03-31 $5.8M 121k 47.85
2022-12-31 $3.1M 70k 44.81