Redmont Wealth Advisors »

Schwab U S Broad Market ETF shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors 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 Redmont Wealth Advisors 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 Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $400 7 57.29
2022-12-31 $448k 10k 44.81
2022-09-30 $420k 10k 41.97
2022-06-30 $530k 12k 44.17
2022-03-31 $641k 12k 53.42
2021-12-31 $678k 6.0k 113.00