Schwab U S Broad Market ETF shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut 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 Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 8.9k | 25.71 |
| 2025-06-30 | $213k | 8.9k | 23.83 |
| 2025-03-31 | $260k | 12k | 21.53 |
| 2024-12-31 | $1.7M | 76k | 22.70 |
| 2024-09-30 | $317k | 4.8k | 66.53 |
| 2024-06-30 | $300k | 4.8k | 62.88 |
| 2024-03-31 | $272k | 4.5k | 61.06 |
| 2023-12-31 | $259k | 4.7k | 55.67 |
| 2023-09-30 | $236k | 4.7k | 49.85 |
| 2023-06-30 | $256k | 5.0k | 51.70 |
| 2023-03-31 | $237k | 5.0k | 47.85 |
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