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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Great Waters Wealth Management 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 97k | 25.71 |
| 2025-06-30 | $2.4M | 99k | 23.83 |
| 2025-03-31 | $2.2M | 102k | 21.53 |
| 2024-12-31 | $2.4M | 105k | 22.70 |
| 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
View all positions for Great Waters Wealth Management