Schwab U S Broad Market ETF shares owned by Alliance Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Alliance Wealth Management
from 13F filings
Historical chart of Alliance 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 Alliance Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.5M | 170k | 55.67 |
| 2023-06-30 | $9.3M | 180k | 51.70 |
| 2023-03-31 | $7.8M | 163k | 47.85 |
| 2022-12-31 | $7.2M | 161k | 44.81 |
| 2022-09-30 | $6.9M | 164k | 41.99 |
| 2022-06-30 | $8.6M | 194k | 44.19 |
| 2022-03-31 | $11M | 199k | 53.39 |
| 2021-12-31 | $12M | 104k | 113.01 |
| 2021-09-30 | $11M | 103k | 103.86 |
| 2021-06-30 | $11M | 104k | 104.27 |
| 2021-03-31 | $8.2M | 85k | 96.70 |
| 2020-12-31 | $6.7M | 74k | 90.99 |
| 2020-09-30 | $6.0M | 76k | 79.65 |
| 2020-06-30 | $5.8M | 79k | 73.47 |
| 2020-03-31 | $5.4M | 89k | 60.43 |
| 2019-12-31 | $9.0M | 117k | 76.88 |
| 2019-09-30 | $8.1M | 114k | 71.02 |
| 2019-06-30 | $8.0M | 114k | 70.53 |
| 2019-03-31 | $6.1M | 90k | 68.04 |
| 2018-12-31 | $5.0M | 83k | 59.93 |
| 2018-09-30 | $5.9M | 84k | 70.39 |
| 2018-06-30 | $4.7M | 71k | 65.99 |
| 2018-03-31 | $4.2M | 66k | 63.79 |
| 2017-12-31 | $4.0M | 62k | 64.39 |
| 2017-09-30 | $6.7M | 111k | 60.57 |
| 2017-06-30 | $3.0M | 52k | 58.21 |
| 2017-03-31 | $2.9M | 50k | 57.73 |
| 2016-12-31 | $599k | 11k | 54.05 |
| 2016-09-30 | $204k | 3.9k | 52.62 |
| 2016-06-30 | $234k | 4.7k | 50.26 |
| 2016-03-31 | $234k | 4.8k | 49.24 |
| 2015-12-31 | $515k | 11k | 49.01 |
More positions owned by Alliance Wealth Management
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