Schwab U S Broad Market ETF shares owned by Abound Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Schwab U S Broad Market ETF by Abound Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $219k | 9.6k | 22.70 |
2024-09-30 | $265k | 4.0k | 66.51 |
2024-06-30 | $332k | 5.3k | 62.87 |
2024-03-31 | $327k | 5.3k | 61.05 |
2023-12-31 | $243k | 4.4k | 55.67 |
2023-09-30 | $154k | 3.1k | 49.84 |
2023-06-30 | $161k | 3.1k | 51.69 |
2023-03-31 | $172k | 3.6k | 47.85 |
2022-12-31 | $127k | 2.8k | 44.80 |
2022-09-30 | $118k | 2.8k | 41.99 |
2022-06-30 | $1.9M | 42k | 44.19 |
2022-03-31 | $141k | 2.6k | 53.39 |
2021-12-31 | $123k | 1.1k | 112.97 |