Schwab U S Broad Market ETF shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Fonville Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Fonville Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 22k | 66.52 |
2024-06-30 | $1.4M | 23k | 63.06 |
2024-03-31 | $1.4M | 23k | 61.05 |
2023-12-31 | $1.3M | 23k | 55.67 |
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