Schwab U S Broad Market ETF shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private 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 Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $259k | 4.7k | 55.67 |
| 2023-09-30 | $233k | 4.7k | 49.96 |
| 2023-06-30 | $241k | 4.7k | 51.70 |
| 2023-03-31 | $223k | 4.7k | 47.85 |
| 2022-12-31 | $208k | 4.6k | 44.81 |
| 2022-06-30 | $203k | 4.6k | 44.13 |
| 2022-03-31 | $314k | 5.9k | 53.31 |
| 2021-12-31 | $332k | 2.9k | 112.96 |
| 2021-09-30 | $304k | 2.9k | 103.75 |
| 2021-06-30 | $305k | 2.9k | 104.34 |
| 2021-03-31 | $282k | 2.9k | 96.71 |
| 2020-12-31 | $265k | 2.9k | 91.07 |
| 2020-09-30 | $231k | 2.9k | 79.63 |
| 2020-06-30 | $212k | 2.9k | 73.43 |
| 2019-12-31 | $220k | 2.9k | 76.74 |
| 2019-09-30 | $207k | 2.9k | 72.53 |
| 2019-06-30 | $200k | 2.8k | 70.57 |
More positions owned by Graves-Light Private Wealth Management
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