Schwab U S Broad Market ETF shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 24k | 66.52 |
| 2024-06-30 | $1.2M | 19k | 62.87 |
| 2024-03-31 | $1.2M | 20k | 61.05 |
| 2023-12-31 | $993k | 18k | 55.67 |
| 2023-09-30 | $696k | 14k | 49.85 |