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Schwab U S Broad Market ETF shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 4.7k 61.05
2023-12-31 $263k 4.7k 55.67
2023-09-30 $234k 4.7k 49.85
2023-06-30 $273k 5.3k 51.70
2023-03-31 $229k 4.8k 47.85
2022-12-31 $206k 4.6k 44.81
2022-06-30 $203k 4.6k 44.13
2022-03-31 $246k 4.6k 53.48
2021-12-31 $260k 2.3k 113.04