Schwab U S Broad Market ETF shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $22k | 445 | 49.85 |
| 2023-06-30 | $23k | 445 | 51.70 |
| 2023-03-31 | $21k | 445 | 47.85 |
| 2022-12-31 | $20k | 445 | 44.81 |
| 2022-09-30 | $16k | 380 | 42.11 |
| 2022-06-30 | $70k | 1.6k | 44.30 |
| 2022-03-31 | $10k | 190 | 52.63 |
| 2021-12-31 | $11k | 95 | 115.79 |
| 2021-09-30 | $10k | 95 | 105.26 |
| 2021-06-30 | $10k | 95 | 105.26 |
| 2021-03-31 | $9.0k | 95 | 94.74 |
| 2020-12-31 | $9.0k | 95 | 94.74 |
| 2020-09-30 | $8.0k | 95 | 84.21 |
| 2020-06-30 | $7.0k | 95 | 73.68 |
| 2020-03-31 | $6.0k | 95 | 63.16 |
| 2019-12-31 | $7.0k | 95 | 73.68 |