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 csv Download as ExcelQuarterly 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 |