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Schwab U S Broad Market ETF shares owned by TLWM

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

Historical chart of TLWM 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 TLWM 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 TLWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $621k 10k 61.05
2023-12-31 $609k 11k 55.67
2023-09-30 $531k 11k 49.85
2023-06-30 $548k 11k 51.70
2023-03-31 $505k 11k 47.85