Schwab U S Broad Market ETF shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 36k | 66.52 |
| 2024-06-30 | $2.3M | 37k | 62.87 |
| 2024-03-31 | $2.3M | 38k | 61.05 |
| 2023-12-31 | $2.1M | 38k | 54.74 |
| 2023-09-30 | $1.9M | 38k | 49.96 |
| 2023-06-30 | $2.1M | 41k | 51.70 |
| 2023-03-31 | $2.0M | 41k | 48.08 |
| 2022-12-31 | $2.0M | 42k | 47.09 |
More positions owned by Great Waters Wealth Management
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