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
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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 |
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