Schwab U S Broad Market ETF shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 227k | 22.70 |
| 2024-09-30 | $5.0M | 76k | 66.52 |
| 2024-06-30 | $4.8M | 76k | 62.87 |
| 2024-03-31 | $4.8M | 79k | 61.05 |
| 2023-12-31 | $4.5M | 80k | 55.67 |
| 2023-09-30 | $4.1M | 81k | 49.85 |
| 2023-06-30 | $4.2M | 81k | 51.70 |
| 2023-03-31 | $3.8M | 80k | 47.85 |
| 2022-12-31 | $3.6M | 80k | 44.81 |
| 2022-09-30 | $3.3M | 80k | 41.99 |
| 2022-06-30 | $3.5M | 80k | 44.19 |
| 2022-03-31 | $4.3M | 81k | 53.39 |
| 2021-12-31 | $4.6M | 41k | 113.01 |
More positions owned by Cassady Schiller Wealth Management
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