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Schwab U S Broad Market ETF shares owned by Gupta Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gupta Wealth Management from 13F filings

Historical chart of Gupta 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 Gupta Wealth Management 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 Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $1.2M 24k 49.27
2015-12-31 $306k 6.2k 49.05
2015-09-30 $289k 6.2k 46.32
2015-06-30 $238k 4.7k 50.13
2015-03-31 $34k 675 50.37