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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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