Schwab U S Broad Market ETF shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris 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 Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19k | 750 | 25.71 |
| 2025-06-30 | $18k | 750 | 23.83 |
| 2025-03-31 | $16k | 750 | 21.53 |
| 2024-12-31 | $17k | 750 | 22.70 |
| 2024-09-30 | $21k | 308 | 66.52 |
| 2024-06-30 | $19k | 308 | 62.87 |
| 2024-03-31 | $19k | 308 | 61.05 |
| 2023-12-31 | $17k | 308 | 55.67 |
| 2023-09-30 | $15k | 308 | 49.85 |
| 2023-06-30 | $3.0k | 58 | 51.71 |
| 2023-03-31 | $2.8k | 58 | 47.86 |
| 2022-12-31 | $2.6k | 58 | 44.81 |
| 2022-09-30 | $2.0k | 58 | 34.48 |
| 2022-06-30 | $2.0k | 36 | 55.56 |
| 2022-03-31 | $3.0k | 58 | 51.72 |
| 2021-12-31 | $3.0k | 29 | 103.45 |
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