Schwab U S Broad Market ETF shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $75k | 1.2k | 62.87 |
| 2024-03-31 | $73k | 1.2k | 61.05 |
| 2023-12-31 | $67k | 1.2k | 55.67 |
| 2023-09-30 | $60k | 1.2k | 49.85 |
| 2023-06-30 | $62k | 1.2k | 51.70 |
| 2023-03-31 | $57k | 1.2k | 47.85 |
| 2022-12-31 | $54k | 1.2k | 44.81 |
| 2022-09-30 | $50k | 1.2k | 41.81 |
| 2022-06-30 | $53k | 1.2k | 44.31 |
| 2022-03-31 | $64k | 1.2k | 53.51 |
| 2021-12-31 | $68k | 598 | 113.71 |
| 2021-09-30 | $62k | 598 | 103.68 |
| 2021-06-30 | $62k | 598 | 103.68 |
| 2021-03-31 | $58k | 598 | 96.99 |
| 2020-12-31 | $54k | 598 | 90.30 |
| 2020-09-30 | $48k | 598 | 80.27 |
| 2020-06-30 | $44k | 598 | 73.58 |
| 2020-03-31 | $36k | 598 | 60.20 |
| 2019-12-31 | $46k | 598 | 76.92 |
| 2019-09-30 | $42k | 598 | 70.23 |
| 2019-06-30 | $42k | 598 | 70.23 |
| 2019-03-31 | $31k | 460 | 67.39 |
| 2018-12-31 | $37k | 610 | 60.66 |
| 2018-09-30 | $32k | 460 | 69.57 |
| 2018-06-30 | $30k | 460 | 65.22 |
| 2018-03-31 | $29k | 460 | 63.04 |
| 2017-12-31 | $30k | 460 | 65.22 |
| 2017-09-30 | $16k | 268 | 59.70 |
| 2017-06-30 | $16k | 268 | 59.70 |
| 2017-03-31 | $15k | 268 | 55.97 |
| 2016-12-31 | $15k | 268 | 55.97 |
| 2016-09-30 | $14k | 268 | 52.24 |
| 2016-06-30 | $13k | 268 | 48.51 |
| 2016-03-31 | $13k | 268 | 48.51 |
| 2015-12-31 | $13k | 268 | 48.51 |