Schwab U S Broad Market ETF shares owned by Clarity Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Clarity Wealth Advisors
from 13F filings
Historical chart of Clarity Wealth Advisors 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 Clarity Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Clarity Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $535k | 8.0k | 66.52 |
2024-06-30 | $524k | 8.3k | 62.87 |
2024-03-31 | $539k | 8.8k | 61.05 |
2023-12-31 | $525k | 9.4k | 55.67 |
2023-09-30 | $469k | 9.4k | 49.85 |
2023-06-30 | $532k | 10k | 51.70 |