Schwab U S Broad Market ETF shares owned by Gray Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 76k | 22.70 |
| 2024-09-30 | $1.7M | 26k | 66.52 |
| 2024-06-30 | $1.7M | 27k | 62.87 |
| 2024-03-31 | $1.6M | 27k | 61.05 |
| 2023-12-31 | $1.5M | 27k | 55.67 |
| 2023-09-30 | $1.4M | 28k | 49.85 |
| 2023-06-30 | $1.2M | 24k | 51.70 |
| 2023-03-31 | $1.2M | 25k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
| 2022-09-30 | $1.0M | 25k | 41.99 |
| 2022-06-30 | $1.2M | 28k | 44.20 |
| 2022-03-31 | $1.5M | 28k | 53.39 |
| 2021-12-31 | $1.6M | 14k | 113.05 |
| 2021-09-30 | $1.4M | 14k | 103.86 |
| 2021-06-30 | $1.4M | 13k | 104.24 |
| 2021-03-31 | $1.2M | 12k | 96.75 |
| 2020-12-31 | $1.1M | 12k | 90.95 |
| 2020-09-30 | $1.0M | 13k | 79.81 |
| 2020-06-30 | $956k | 13k | 73.75 |
| 2020-03-31 | $758k | 13k | 60.30 |