Schwab U S Broad Market ETF shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66k | 2.6k | 25.71 |
| 2025-06-30 | $61k | 2.6k | 23.83 |
| 2025-03-31 | $55k | 2.6k | 21.53 |
| 2024-12-31 | $58k | 2.5k | 22.70 |
| 2024-09-30 | $56k | 846 | 66.50 |
| 2024-06-30 | $53k | 840 | 62.90 |
| 2024-03-31 | $51k | 840 | 61.08 |
| 2023-12-31 | $47k | 838 | 55.66 |
| 2023-09-30 | $29k | 578 | 49.88 |
| 2023-06-30 | $30k | 576 | 51.72 |
| 2023-03-31 | $28k | 574 | 47.85 |
| 2022-12-31 | $26k | 572 | 44.80 |
| 2022-09-30 | $24k | 569 | 42.18 |
| 2022-06-30 | $25k | 567 | 44.09 |
| 2022-03-31 | $30k | 565 | 53.10 |
| 2021-12-31 | $32k | 281 | 113.88 |
| 2021-09-30 | $29k | 280 | 103.57 |
| 2021-06-30 | $29k | 280 | 103.57 |
| 2021-03-31 | $27k | 279 | 96.77 |
| 2020-12-31 | $25k | 278 | 89.93 |
| 2020-09-30 | $22k | 277 | 79.42 |
| 2020-06-30 | $20k | 275 | 72.73 |
| 2020-03-31 | $17k | 274 | 60.40 |
| 2019-12-31 | $20k | 272 | 73.53 |
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