Schwab U S Broad Market ETF shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 64k | 25.71 |
| 2025-06-30 | $1.5M | 65k | 23.83 |
| 2024-12-31 | $2.3M | 100k | 22.70 |
| 2024-06-30 | $2.1M | 34k | 62.87 |
| 2024-03-31 | $2.1M | 35k | 61.05 |
| 2023-12-31 | $1.9M | 34k | 55.67 |
| 2023-09-30 | $1.7M | 34k | 49.85 |
| 2023-06-30 | $1.3M | 25k | 51.70 |
| 2023-03-31 | $1.3M | 27k | 47.85 |
| 2022-12-31 | $1.1M | 24k | 44.81 |
| 2022-03-31 | $80k | 1.5k | 52.84 |
| 2021-12-31 | $85k | 757 | 112.29 |
| 2021-09-30 | $55k | 536 | 102.61 |
| 2021-06-30 | $55k | 536 | 102.61 |
| 2021-03-31 | $264k | 2.7k | 96.56 |
| 2020-12-31 | $1.1M | 12k | 90.48 |
| 2020-09-30 | $912k | 12k | 79.65 |
| 2020-06-30 | $665k | 9.1k | 73.45 |
| 2020-03-31 | $547k | 9.1k | 60.42 |
| 2019-12-31 | $696k | 9.1k | 76.87 |