Schwab U S Broad Market ETF shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $243k | 4.0k | 61.05 |
2023-12-31 | $221k | 4.0k | 55.67 |