Schwab U S Broad Market ETF shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private 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 Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 17k | 25.71 |
| 2025-06-30 | $415k | 17k | 23.83 |
| 2025-03-31 | $374k | 17k | 21.53 |
| 2024-12-31 | $409k | 18k | 22.70 |
| 2024-09-30 | $398k | 6.0k | 66.52 |
| 2024-06-30 | $289k | 4.6k | 62.87 |
| 2024-03-31 | $283k | 4.6k | 61.05 |
| 2023-12-31 | $263k | 4.7k | 55.67 |
| 2023-09-30 | $237k | 4.7k | 49.85 |
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