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Schwab U S Broad Market ETF shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private 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 Blue Bell Private 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 614k 25.71
2025-06-30 $15M 620k 23.83
2025-03-31 $13M 623k 21.53
2024-12-31 $14M 628k 22.70
2024-09-30 $14M 210k 66.52
2024-06-30 $13M 211k 62.87
2024-03-31 $13M 214k 61.05
2023-12-31 $12M 217k 55.67
2023-09-30 $11M 222k 49.85
2023-06-30 $12M 224k 51.70
2023-03-31 $11M 226k 47.85
2022-12-31 $10M 231k 44.81
2022-09-30 $10M 240k 41.99
2022-06-30 $11M 248k 44.19
2022-03-31 $14M 269k 53.39
2021-12-31 $17M 149k 113.01
2021-09-30 $16M 156k 103.95
2021-06-30 $16M 152k 104.27
2021-03-31 $14M 145k 96.71
2020-12-31 $13M 139k 90.97
2020-09-30 $11M 143k 79.64
2020-06-30 $11M 146k 73.46
2020-03-31 $9.0M 149k 60.43
2019-12-31 $12M 160k 76.88
2019-09-30 $11M 152k 71.02
2019-06-30 $11M 155k 70.53
2019-03-31 $11M 162k 68.05
2018-12-31 $10M 170k 59.93
2018-09-30 $14M 193k 70.39
2018-06-30 $13M 196k 65.99
2018-03-31 $12M 189k 63.79
2017-12-31 $11M 165k 64.52
2017-09-30 $9.3M 153k 60.91
2017-06-30 $7.7M 132k 58.46
2017-03-31 $5.9M 103k 57.06
2016-12-31 $2.9M 54k 54.18
2016-09-30 $2.2M 43k 52.33
2016-06-30 $1.4M 27k 50.32
2016-03-31 $956k 19k 49.28
2015-12-31 $2.8M 57k 49.04
2015-09-30 $4.0M 87k 46.38
2015-06-30 $6.0M 120k 50.23
2015-03-31 $7.1M 140k 50.47
2014-12-31 $8.6M 172k 49.82
2014-09-30 $7.9M 166k 47.55
2014-06-30 $8.1M 170k 47.72
2014-03-31 $7.2M 157k 45.71
2013-12-31 $5.2M 115k 45.01
2013-09-30 $3.8M 92k 41.10
2013-06-30 $3.3M 84k 38.91

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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