Schwab U S Broad Market ETF shares owned by Altus Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Altus Wealth Management
from 13F filings
Historical chart of Altus 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 Altus Wealth 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 Altus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $600k | 9.8k | 61.05 |
| 2023-12-31 | $547k | 9.8k | 55.67 |
| 2023-09-30 | $483k | 9.7k | 49.85 |
| 2023-06-30 | $475k | 9.2k | 51.70 |
| 2023-03-31 | $452k | 9.5k | 47.85 |
| 2022-12-31 | $401k | 8.9k | 44.82 |
| 2022-09-30 | $374k | 8.9k | 41.95 |
| 2022-06-30 | $393k | 8.9k | 44.22 |
| 2022-03-31 | $440k | 8.2k | 53.35 |
| 2021-12-31 | $455k | 4.0k | 113.04 |
| 2021-09-30 | $412k | 4.0k | 103.88 |
| 2021-06-30 | $403k | 3.9k | 104.32 |
| 2021-03-31 | $367k | 3.8k | 96.68 |
| 2020-12-31 | $315k | 3.5k | 91.04 |
| 2020-09-30 | $275k | 3.5k | 79.66 |
| 2020-06-30 | $231k | 3.1k | 73.59 |
| 2019-12-31 | $251k | 3.3k | 77.02 |