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Schwab U S Broad Market ETF shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $547k 9.8k 55.64
2023-09-30 $490k 9.8k 49.88
2023-06-30 $477k 9.2k 51.67
2023-03-31 $442k 9.2k 47.90
2022-12-31 $397k 8.9k 44.81
2022-09-30 $404k 9.6k 41.99
2022-06-30 $296k 6.7k 44.16
2022-03-31 $211k 3.9k 53.50