Connectus Wealth »

Schwab U S Broad Market ETF shares owned by Connectus Wealth

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

Historical chart of Connectus 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 Connectus Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Connectus Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 21k 49.85
2023-06-30 $1.1M 21k 51.70
2023-03-31 $1.2M 24k 47.85
2022-12-31 $1.1M 24k 44.82
2022-09-30 $921k 22k 41.98
2022-06-30 $922k 21k 44.20