Schwab U S Broad Market ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $642k | 11k | 61.05 |
| 2023-09-30 | $554k | 11k | 49.85 |
| 2023-06-30 | $666k | 13k | 51.70 |
| 2023-03-31 | $977k | 20k | 47.85 |
| 2022-12-31 | $967k | 22k | 44.81 |
| 2022-09-30 | $2.5M | 60k | 41.99 |
| 2022-06-30 | $2.9M | 67k | 44.19 |
| 2022-03-31 | $3.7M | 70k | 53.38 |
| 2021-12-31 | $4.0M | 35k | 113.02 |
| 2021-09-30 | $3.7M | 36k | 103.86 |
| 2021-06-30 | $3.8M | 36k | 104.31 |
| 2021-03-31 | $3.5M | 36k | 96.76 |
| 2020-12-31 | $3.4M | 37k | 91.00 |
| 2020-09-30 | $292k | 3.7k | 79.61 |
| 2020-06-30 | $355k | 4.8k | 73.39 |
| 2020-03-31 | $340k | 5.6k | 60.51 |
| 2019-12-31 | $206k | 2.7k | 77.10 |
| 2019-03-31 | $215k | 3.2k | 68.06 |
| 2018-12-31 | $253k | 4.2k | 60.00 |
| 2018-09-30 | $290k | 4.1k | 70.42 |
| 2018-06-30 | $268k | 4.1k | 66.01 |
| 2018-03-31 | $223k | 3.5k | 63.77 |
| 2017-12-31 | $265k | 4.1k | 64.63 |
| 2017-09-30 | $262k | 4.3k | 61.02 |
| 2017-06-30 | $258k | 4.4k | 58.40 |
| 2017-03-31 | $301k | 5.3k | 57.09 |
| 2016-12-31 | $296k | 5.5k | 54.10 |
| 2016-09-30 | $348k | 6.6k | 52.34 |
| 2016-06-30 | $701k | 14k | 50.32 |
| 2016-03-31 | $678k | 14k | 49.26 |
| 2015-12-31 | $696k | 14k | 49.02 |
| 2015-09-30 | $652k | 14k | 46.41 |
| 2015-06-30 | $731k | 15k | 50.25 |
| 2015-03-31 | $730k | 15k | 50.48 |
| 2014-12-31 | $735k | 15k | 49.80 |
| 2014-09-30 | $689k | 15k | 47.52 |
| 2014-06-30 | $707k | 15k | 47.71 |
| 2014-03-31 | $657k | 14k | 45.68 |
| 2013-12-31 | $625k | 14k | 45.02 |
| 2013-09-30 | $569k | 14k | 41.12 |
| 2013-06-30 | $540k | 14k | 38.93 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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