Schwab U S Broad Market ETF shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $128k | 5.9k | 21.53 |
| 2024-12-31 | $123k | 5.4k | 22.70 |
| 2024-09-30 | $116k | 1.7k | 66.49 |
| 2024-06-30 | $109k | 1.7k | 63.07 |
| 2024-03-31 | $103k | 1.7k | 61.06 |
| 2023-12-31 | $95k | 1.7k | 55.66 |
| 2023-09-30 | $83k | 1.7k | 48.49 |
| 2023-06-30 | $85k | 1.6k | 51.70 |
| 2023-03-31 | $72k | 1.5k | 47.84 |
| 2022-12-31 | $66k | 1.5k | 44.82 |
| 2022-09-30 | $40k | 964 | 41.49 |
| 2022-06-30 | $42k | 939 | 44.73 |
| 2022-03-31 | $41k | 775 | 52.90 |
| 2021-12-31 | $39k | 342 | 114.04 |
| 2021-09-30 | $33k | 320 | 103.13 |
| 2021-06-30 | $32k | 311 | 102.89 |
| 2021-03-31 | $30k | 310 | 96.77 |
| 2020-12-31 | $19k | 206 | 92.23 |
| 2020-09-30 | $21k | 265 | 79.25 |
| 2020-06-30 | $24k | 323 | 74.30 |
| 2020-03-31 | $32k | 527 | 60.72 |
| 2019-12-31 | $18k | 236 | 76.27 |
More positions owned by Carolinas Wealth Consulting
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