Schwab U S Broad Market ETF shares owned by Cahill Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cahill Wealth Management
from 13F filings
Historical chart of Cahill 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 Cahill Wealth Management 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 Cahill Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 18k | 66.52 |
| 2024-06-30 | $1.5M | 23k | 64.09 |
| 2024-03-31 | $1.0M | 17k | 61.05 |
| 2023-12-31 | $950k | 17k | 55.67 |
| 2023-09-30 | $847k | 17k | 49.85 |
| 2023-06-30 | $882k | 17k | 51.70 |
| 2023-03-31 | $813k | 17k | 47.85 |
| 2022-12-31 | $1.0M | 21k | 48.60 |
| 2022-09-30 | $894k | 21k | 41.95 |
| 2022-06-30 | $938k | 21k | 44.18 |
| 2022-03-31 | $1.1M | 21k | 53.36 |