Schwab U S Broad Market ETF shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital 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 WealthBridge Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $328k | 5.4k | 61.04 |
| 2023-12-31 | $294k | 5.3k | 55.67 |
| 2023-09-30 | $266k | 5.3k | 49.85 |
| 2023-06-30 | $379k | 7.3k | 51.70 |
| 2023-03-31 | $371k | 7.8k | 47.85 |
| 2022-12-31 | $501k | 11k | 44.81 |
| 2022-09-30 | $513k | 12k | 44.23 |
| 2022-06-30 | $513k | 12k | 44.23 |
| 2022-03-31 | $635k | 12k | 53.38 |
| 2021-12-31 | $689k | 6.1k | 112.99 |
| 2021-09-30 | $638k | 6.1k | 103.77 |
| 2021-06-30 | $642k | 6.2k | 104.34 |
| 2021-03-31 | $629k | 6.5k | 96.74 |
| 2020-12-31 | $614k | 6.8k | 90.96 |
| 2020-09-30 | $559k | 7.0k | 79.58 |
| 2020-06-30 | $428k | 7.1k | 60.45 |
| 2020-03-31 | $428k | 7.1k | 60.45 |
| 2019-12-31 | $544k | 7.1k | 76.86 |
| 2019-09-30 | $494k | 7.0k | 71.07 |
| 2019-06-30 | $405k | 6.8k | 60.00 |
| 2019-03-31 | $530k | 7.7k | 69.06 |
| 2018-12-31 | $405k | 6.8k | 60.00 |
More positions owned by WealthBridge Capital Management
View all positions for WealthBridge Capital Management