Schwab U S Broad Market ETF shares owned by CONCERT Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CONCERT Wealth Management
from 13F filings
Historical chart of CONCERT 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 CONCERT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $1.7M | 28k | 60.85 |
| 2017-06-30 | $3.0M | 51k | 58.34 |
| 2017-03-31 | $2.2M | 41k | 54.07 |
| 2016-12-31 | $1.8M | 32k | 54.04 |
| 2016-09-30 | $1.2M | 24k | 52.21 |
| 2016-06-30 | $1.3M | 26k | 50.32 |
| 2016-03-31 | $574k | 12k | 49.16 |
| 2015-12-31 | $2.8M | 57k | 49.06 |
| 2015-09-30 | $3.5M | 75k | 46.40 |
| 2015-06-30 | $3.9M | 79k | 50.32 |
| 2015-03-31 | $0 | 61k | 0.00 |
| 2014-12-31 | $2.7M | 54k | 49.78 |
| 2014-09-30 | $3.2M | 66k | 47.55 |
| 2014-06-30 | $2.5M | 52k | 47.19 |
| 2012-09-30 | $305k | 9.0k | 33.91 |
| 2012-06-30 | $298k | 9.0k | 33.13 |
| 2012-03-31 | $305k | 9.0k | 33.91 |