Schwab U S Broad Market ETF shares owned by Connectus Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Connectus Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 22k | 61.05 |
| 2023-12-31 | $1.1M | 21k | 55.67 |
| 2023-09-30 | $1.0M | 21k | 49.85 |
| 2023-06-30 | $1.1M | 21k | 51.70 |
| 2023-03-31 | $1.2M | 24k | 47.85 |
| 2022-12-31 | $1.1M | 24k | 44.82 |
| 2022-09-30 | $921k | 22k | 41.98 |
| 2022-06-30 | $922k | 21k | 44.20 |