Schwab U S Broad Market ETF shares owned by Angeles Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Angeles Wealth Management
from 13F filings
Historical chart of Angeles 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 Angeles Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 100k | 25.71 |
| 2025-06-30 | $2.4M | 100k | 23.83 |
| 2025-03-31 | $108k | 5.0k | 21.53 |
| 2024-12-31 | $62k | 2.7k | 22.70 |
| 2024-09-30 | $60k | 904 | 66.52 |
| 2024-06-30 | $57k | 904 | 62.87 |
| 2024-03-31 | $54k | 890 | 61.05 |
| 2023-09-30 | $40k | 800 | 49.85 |
| 2023-06-30 | $41k | 800 | 51.70 |
| 2023-03-31 | $38k | 800 | 47.85 |
| 2022-12-31 | $36k | 800 | 44.81 |