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

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

Historical chart of Ironwood 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 Ironwood 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $663k 11k 61.05
2023-12-31 $608k 11k 55.67
2023-09-30 $472k 9.5k 49.85
2023-06-30 $511k 9.9k 51.70
2023-03-31 $439k 9.2k 47.85
2022-12-31 $412k 9.2k 44.81
2022-09-30 $318k 7.6k 41.99
2022-06-30 $297k 6.7k 44.18
2022-03-31 $319k 6.0k 53.42
2021-12-31 $317k 2.8k 112.93
2021-09-30 $229k 2.2k 103.85
2021-06-30 $228k 2.2k 104.35
2021-03-31 $203k 2.1k 96.48
2020-12-31 $201k 2.2k 90.87
2020-09-30 $153k 1.9k 79.85
2020-06-30 $129k 1.8k 73.71
2020-03-31 $107k 1.8k 60.25
2019-12-31 $3.0M 39k 76.89
2019-09-30 $3.6M 51k 71.01
2019-06-30 $3.3M 47k 70.53
2019-03-31 $3.1M 45k 68.05
2018-12-31 $2.6M 44k 59.92
2018-09-30 $1.3M 18k 70.37
2018-06-30 $1.0M 16k 66.02
2018-03-31 $942k 15k 63.77
2017-12-31 $864k 13k 64.55
2017-09-30 $840k 14k 60.94
2017-06-30 $837k 14k 58.47
2017-03-31 $807k 14k 57.06
2016-12-31 $806k 15k 54.17
2016-09-30 $877k 17k 52.33
2016-06-30 $960k 19k 50.29
2016-03-31 $1.0M 21k 49.29
2015-09-30 $5.2M 112k 46.38
2015-06-30 $5.2M 103k 50.23
2015-03-31 $5.2M 103k 50.48
2014-12-31 $5.1M 102k 49.82