Schwab U S Broad Market ETF shares owned by BKA Wealth Consulting
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BKA Wealth Consulting
from 13F filings
Historical chart of BKA Wealth Consulting investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by BKA Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $279k | 12k | 22.70 |
| 2024-09-30 | $285k | 4.3k | 66.52 |
| 2024-06-30 | $270k | 4.3k | 62.87 |
| 2024-03-31 | $285k | 4.7k | 61.05 |
| 2023-12-31 | $266k | 4.8k | 55.67 |
| 2023-09-30 | $238k | 4.8k | 49.85 |
| 2023-06-30 | $247k | 4.8k | 51.70 |
| 2023-03-31 | $241k | 5.1k | 47.63 |
| 2022-12-31 | $226k | 5.1k | 44.81 |
| 2022-09-30 | $218k | 5.2k | 41.97 |
| 2022-06-30 | $229k | 5.2k | 44.10 |
| 2022-03-31 | $284k | 5.3k | 53.45 |