Schwab U S Broad Market ETF shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners 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 BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 30k | 61.05 |
| 2023-12-31 | $1.8M | 32k | 55.67 |
| 2023-09-30 | $1.6M | 32k | 49.85 |
| 2023-06-30 | $1.6M | 32k | 51.70 |
| 2023-03-31 | $1.5M | 31k | 47.85 |
| 2022-12-31 | $1.4M | 30k | 44.80 |
| 2022-09-30 | $1.2M | 29k | 42.00 |
| 2022-06-30 | $1.3M | 30k | 44.20 |
| 2022-03-31 | $1.5M | 29k | 53.40 |
| 2021-12-31 | $1.6M | 14k | 113.04 |
| 2021-09-30 | $1.5M | 15k | 103.89 |
| 2021-06-30 | $1.5M | 15k | 104.27 |
| 2021-03-31 | $1.6M | 16k | 96.70 |
| 2020-12-31 | $1.5M | 16k | 90.96 |
| 2020-09-30 | $1.3M | 16k | 79.63 |
| 2020-06-30 | $1.2M | 17k | 73.44 |
| 2020-03-31 | $905k | 15k | 60.43 |
| 2019-12-31 | $1.2M | 16k | 76.90 |
| 2019-09-30 | $1.2M | 17k | 71.04 |
| 2019-06-30 | $1.2M | 17k | 70.51 |
| 2019-03-31 | $1.1M | 16k | 68.06 |
| 2018-12-31 | $1.0M | 17k | 59.93 |
| 2018-09-30 | $1.2M | 17k | 70.39 |
| 2018-06-30 | $1.1M | 17k | 65.98 |
| 2018-03-31 | $1.1M | 18k | 63.77 |
| 2017-12-31 | $1.3M | 20k | 64.52 |
| 2017-09-30 | $1.2M | 19k | 60.91 |
| 2017-06-30 | $1.1M | 19k | 58.47 |
| 2017-03-31 | $1.2M | 21k | 57.06 |
| 2016-12-31 | $1.0M | 19k | 54.17 |
| 2016-09-30 | $19k | 1.0k | 19.12 |
| 2016-06-30 | $812k | 16k | 50.29 |
| 2016-03-31 | $655k | 13k | 49.29 |
| 2015-12-31 | $643k | 13k | 49.06 |
| 2015-09-30 | $569k | 12k | 46.35 |
| 2015-06-30 | $598k | 12k | 50.21 |
| 2015-03-31 | $593k | 12k | 50.45 |
| 2014-12-31 | $941k | 19k | 49.80 |
| 2014-09-30 | $314k | 6.6k | 47.54 |
| 2014-06-30 | $300k | 6.3k | 47.73 |
| 2014-03-31 | $234k | 5.1k | 45.64 |