Schwab U S Broad Market ETF shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck 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 Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $996k | 15k | 66.52 |
| 2024-06-30 | $1.3M | 21k | 63.07 |
| 2024-03-31 | $1.3M | 21k | 61.05 |
| 2023-12-31 | $1.2M | 21k | 55.67 |
| 2023-09-30 | $1.0M | 21k | 49.85 |
| 2023-06-30 | $1.1M | 21k | 51.70 |
| 2023-03-31 | $995k | 21k | 47.85 |
| 2022-12-31 | $932k | 21k | 44.81 |
| 2022-09-30 | $873k | 21k | 41.99 |
| 2022-06-30 | $923k | 21k | 44.18 |
| 2022-03-31 | $1.3M | 24k | 53.40 |
| 2021-12-31 | $1.3M | 12k | 113.05 |
| 2021-09-30 | $1.2M | 12k | 103.83 |
| 2021-06-30 | $1.2M | 12k | 104.25 |
| 2021-03-31 | $1.2M | 12k | 96.69 |
| 2020-12-31 | $1.1M | 12k | 90.96 |
| 2020-09-30 | $941k | 12k | 79.56 |
| 2020-06-30 | $869k | 12k | 73.47 |