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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Broad Market ETF by Blossom Wealth Management

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