Schwab U S Broad Market ETF shares owned by IHT Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 71k | 25.71 |
| 2025-06-30 | $2.4M | 99k | 23.83 |
| 2025-03-31 | $2.7M | 125k | 21.53 |
| 2024-12-31 | $2.8M | 125k | 22.70 |
| 2024-09-30 | $4.6M | 70k | 66.06 |
| 2024-06-30 | $2.7M | 43k | 62.87 |
| 2024-03-31 | $2.9M | 48k | 61.05 |
| 2023-12-31 | $2.9M | 53k | 55.67 |
| 2023-09-30 | $2.6M | 52k | 49.85 |
| 2023-06-30 | $2.7M | 52k | 51.70 |
| 2023-03-31 | $2.9M | 60k | 47.85 |
| 2022-12-31 | $2.6M | 57k | 44.81 |
| 2022-09-30 | $2.5M | 60k | 41.99 |
| 2022-06-30 | $313k | 7.1k | 44.13 |
| 2022-03-31 | $436k | 8.2k | 53.40 |
| 2021-12-31 | $506k | 4.5k | 113.02 |
| 2021-09-30 | $465k | 4.5k | 103.86 |
| 2021-06-30 | $590k | 5.7k | 104.24 |
| 2021-03-31 | $558k | 5.8k | 96.72 |
| 2020-12-31 | $549k | 6.0k | 91.03 |
| 2020-09-30 | $456k | 5.7k | 79.60 |
| 2020-06-30 | $376k | 5.1k | 73.48 |
| 2020-03-31 | $429k | 7.1k | 60.45 |
| 2019-12-31 | $803k | 10k | 76.86 |