Schwab U S Broad Market ETF shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 12k | 25.71 |
| 2025-06-30 | $294k | 12k | 23.83 |
| 2025-03-31 | $266k | 12k | 21.53 |
| 2024-12-31 | $273k | 12k | 22.70 |
| 2024-09-30 | $223k | 3.3k | 66.52 |
| 2024-03-31 | $204k | 3.3k | 61.05 |
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