Schwab U S Broad Market ETF shares owned by APCM Wealth Management for Individuals
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by APCM Wealth Management for Individuals
from 13F filings
Historical chart of APCM Wealth Management for Individuals investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by APCM Wealth Management for Individuals
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $355k | 14k | 25.71 |
| 2025-06-30 | $389k | 16k | 23.83 |
| 2025-03-31 | $395k | 18k | 21.53 |
| 2024-12-31 | $488k | 22k | 22.70 |
| 2024-09-30 | $493k | 7.4k | 66.52 |
| 2024-06-30 | $488k | 7.8k | 62.87 |
| 2024-03-31 | $488k | 8.0k | 61.05 |
| 2023-12-31 | $486k | 8.7k | 55.67 |
| 2023-09-30 | $472k | 9.5k | 49.85 |
| 2023-06-30 | $697k | 14k | 51.70 |
| 2023-03-31 | $4.4M | 93k | 47.85 |
| 2022-12-31 | $4.2M | 95k | 44.81 |
| 2022-09-30 | $4.0M | 96k | 41.99 |
| 2022-06-30 | $4.0M | 90k | 44.19 |
| 2022-03-31 | $4.8M | 90k | 53.39 |
| 2021-12-31 | $5.1M | 45k | 113.01 |
| 2021-09-30 | $4.5M | 43k | 103.86 |
| 2021-06-30 | $4.2M | 41k | 104.28 |
| 2021-03-31 | $3.7M | 38k | 96.71 |
| 2020-12-31 | $3.5M | 39k | 90.99 |
| 2020-09-30 | $3.0M | 37k | 79.64 |
| 2020-06-30 | $2.7M | 36k | 73.46 |
| 2020-03-31 | $2.1M | 35k | 60.44 |
| 2019-12-31 | $2.5M | 33k | 76.87 |
| 2019-06-30 | $6.2M | 92k | 68.05 |
| 2019-03-31 | $6.2M | 92k | 68.05 |
| 2018-12-31 | $5.1M | 86k | 59.93 |
| 2018-09-30 | $6.1M | 87k | 70.38 |
| 2018-06-30 | $5.5M | 83k | 65.98 |
| 2018-03-31 | $5.1M | 80k | 63.79 |
| 2017-12-31 | $5.5M | 85k | 64.52 |
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