Schwab U S Broad Market ETF shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management 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 OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by OneAscent Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $407k | 6.7k | 60.98 |
2023-12-31 | $333k | 6.0k | 55.65 |
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