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Schwab U S Broad Market ETF shares owned by Evoke Wealth

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth 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 Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $371k 6.7k 55.67
2023-09-30 $10M 209k 49.85
2023-06-30 $306k 5.9k 51.70
2023-03-31 $283k 5.9k 47.85
2022-12-31 $265k 5.9k 44.81
2022-09-30 $248k 5.9k 41.91
2022-06-30 $59k 1.3k 44.03
2022-03-31 $326k 6.1k 53.36