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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

Tip: Access up to 7 years of quarterly data

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
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 (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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