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Schwab U S Broad Market ETF shares owned by Shira Ridge Wealth Management

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

Historical chart of Shira Ridge 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 Shira Ridge Wealth Management 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 Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 7.0k 61.05
2023-12-31 $392k 7.0k 55.67
2023-09-30 $351k 7.0k 49.85
2023-06-30 $364k 7.0k 51.70
2023-03-31 $337k 7.0k 47.85
2022-12-31 $315k 7.0k 44.81