Schwab U S Broad Market ETF shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $625k | 10k | 59.88 |
| 2023-12-31 | $534k | 9.6k | 55.67 |
| 2023-09-30 | $425k | 8.5k | 49.85 |
| 2023-06-30 | $585k | 11k | 51.70 |
| 2023-03-31 | $538k | 11k | 47.85 |
| 2022-12-31 | $459k | 10k | 44.81 |
| 2022-09-30 | $478k | 11k | 42.03 |
| 2022-06-30 | $418k | 9.5k | 44.15 |
| 2022-03-31 | $760k | 14k | 53.38 |
| 2021-12-31 | $680k | 6.0k | 113.09 |