Schwab U S Broad Market ETF shares owned by CI Private Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 263k | 66.52 |
| 2024-06-30 | $16M | 252k | 62.91 |
| 2024-03-31 | $15M | 252k | 61.05 |
| 2023-12-31 | $14M | 242k | 55.67 |
| 2023-09-30 | $6.5M | 130k | 49.85 |
| 2023-06-30 | $6.0M | 116k | 51.70 |
| 2023-03-31 | $5.8M | 121k | 47.85 |
| 2022-12-31 | $3.1M | 70k | 44.81 |