Schwab U S Broad Market ETF shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 40k | 55.68 |
| 2023-09-30 | $2.0M | 40k | 49.85 |
| 2023-03-31 | $1.8M | 37k | 47.86 |
| 2022-12-31 | $1.5M | 34k | 44.82 |
| 2022-09-30 | $1.4M | 34k | 42.00 |
| 2022-06-30 | $1.5M | 34k | 44.20 |
| 2022-03-31 | $1.9M | 36k | 53.40 |
| 2021-12-31 | $2.2M | 20k | 112.99 |
| 2021-09-30 | $2.0M | 19k | 103.87 |
| 2021-06-30 | $1.8M | 17k | 104.27 |
| 2021-03-31 | $1.6M | 16k | 96.70 |
| 2020-12-31 | $1.3M | 15k | 90.96 |
| 2020-09-30 | $956k | 12k | 79.67 |
| 2020-06-30 | $934k | 13k | 73.46 |
| 2020-03-31 | $721k | 12k | 60.47 |
| 2019-12-31 | $629k | 8.2k | 76.86 |