Schwab U S Broad Market ETF shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $292k | 4.8k | 61.06 |
| 2023-12-31 | $300k | 5.4k | 55.67 |
| 2023-09-30 | $268k | 5.4k | 49.85 |
| 2023-06-30 | $245k | 4.7k | 51.70 |
| 2023-03-31 | $221k | 4.6k | 47.85 |
| 2022-12-31 | $254k | 5.7k | 44.80 |
| 2022-09-30 | $238k | 5.7k | 42.02 |
| 2022-06-30 | $250k | 5.7k | 44.21 |
| 2022-03-31 | $217k | 4.1k | 53.47 |
| 2021-12-31 | $241k | 2.1k | 112.93 |
| 2021-09-30 | $187k | 1.8k | 103.95 |
| 2021-06-30 | $127k | 1.2k | 103.93 |
| 2021-03-31 | $99k | 1.0k | 96.87 |
| 2020-12-31 | $103k | 1.1k | 90.67 |
| 2020-09-30 | $66k | 827 | 79.81 |
| 2020-06-30 | $51k | 697 | 73.17 |
| 2020-03-31 | $48k | 801 | 59.93 |
| 2019-12-31 | $25k | 320 | 78.12 |