Schwab U S Broad Market ETF shares owned by Blossom Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Blossom Wealth Management
from 13F filings
Historical chart of Blossom Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Blossom Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.7M | 26k | 66.52 |
2024-06-30 | $1.6M | 26k | 62.87 |
2024-03-31 | $1.5M | 24k | 61.05 |
2023-12-31 | $1.3M | 24k | 55.67 |
2023-09-30 | $1.5M | 30k | 49.85 |
2023-06-30 | $1.5M | 30k | 51.70 |
2023-03-31 | $1.3M | 28k | 47.85 |
2022-12-31 | $1.1M | 25k | 44.81 |
2022-09-30 | $890k | 21k | 42.01 |
2022-06-30 | $937k | 21k | 44.19 |
2022-03-31 | $1.1M | 21k | 53.38 |
2021-12-31 | $1.2M | 10k | 113.05 |
2021-09-30 | $1.3M | 12k | 103.85 |
2021-06-30 | $1.2M | 11k | 104.28 |
2021-03-31 | $937k | 9.7k | 96.69 |
2020-12-31 | $709k | 7.8k | 90.96 |
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