Schwab U S Broad Market ETF shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $655k | 9.8k | 66.52 |
| 2024-06-30 | $697k | 11k | 62.87 |
| 2024-03-31 | $695k | 11k | 61.05 |
| 2023-12-31 | $634k | 11k | 55.67 |
| 2023-09-30 | $567k | 11k | 49.85 |
| 2023-06-30 | $587k | 11k | 51.70 |
| 2023-03-31 | $542k | 11k | 47.85 |
| 2022-12-31 | $507k | 11k | 44.81 |
| 2022-09-30 | $474k | 11k | 41.96 |
| 2022-06-30 | $498k | 11k | 44.15 |
| 2022-03-31 | $601k | 11k | 53.37 |
| 2021-12-31 | $705k | 6.2k | 112.94 |