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
Download as csv Download as ExcelQuarterly 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 |