Schwab U S Broad Market ETF shares owned by Cypress Point Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cypress Point Wealth Management
from 13F filings
Historical chart of Cypress Point Wealth Management 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 Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Cypress Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 57k | 55.67 |
| 2023-09-30 | $2.3M | 46k | 49.85 |
| 2023-06-30 | $367k | 7.1k | 51.70 |
| 2023-03-31 | $340k | 7.1k | 47.85 |
| 2022-12-31 | $295k | 6.6k | 44.81 |
| 2022-03-31 | $218k | 4.1k | 53.35 |
| 2021-12-31 | $389k | 3.4k | 112.98 |
| 2021-09-30 | $409k | 3.9k | 103.75 |
| 2021-06-30 | $2.4M | 23k | 104.28 |
| 2021-03-31 | $3.1M | 32k | 96.72 |
| 2020-12-31 | $2.9M | 32k | 90.99 |
More positions owned by Cypress Point Wealth Management
View all positions for Cypress Point Wealth Management