Schwab U S Broad Market ETF shares owned by 49 Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255k | 9.9k | 25.71 |
| 2025-06-30 | $256k | 11k | 23.83 |
| 2025-03-31 | $212k | 9.8k | 21.53 |
| 2024-12-31 | $252k | 11k | 22.70 |
| 2024-09-30 | $231k | 3.5k | 66.52 |
| 2024-06-30 | $203k | 3.2k | 62.95 |