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Schwab U S Broad Market ETF shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 355 66.52
2024-06-30 $22k 355 62.87
2024-03-31 $22k 355 61.05
2023-12-31 $20k 355 55.67
2023-09-30 $18k 355 49.85
2023-03-31 $3.3k 70 47.86
2022-12-31 $3.1k 70 44.81