Schwab U S Broad Market ETF shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson 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 Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $552k | 8.3k | 66.52 |
| 2024-06-30 | $519k | 8.3k | 62.87 |
| 2024-03-31 | $504k | 8.3k | 61.05 |
| 2023-12-31 | $458k | 8.2k | 55.67 |
| 2023-09-30 | $538k | 11k | 49.85 |
| 2023-06-30 | $556k | 11k | 51.70 |
| 2023-03-31 | $513k | 11k | 47.85 |
| 2022-12-31 | $479k | 11k | 44.81 |
| 2022-09-30 | $509k | 12k | 41.95 |
| 2022-06-30 | $534k | 12k | 44.17 |
| 2022-03-31 | $563k | 11k | 53.37 |
| 2021-12-31 | $594k | 5.3k | 112.93 |
| 2021-09-30 | $565k | 5.4k | 103.84 |
| 2021-06-30 | $565k | 5.4k | 104.15 |
| 2021-03-31 | $523k | 5.4k | 96.69 |
| 2020-12-31 | $491k | 5.4k | 91.01 |
| 2020-09-30 | $428k | 5.4k | 79.63 |
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