Schwab U S Broad Market ETF shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge 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 Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 19k | 25.71 |
| 2025-06-30 | $445k | 19k | 23.83 |
| 2025-03-31 | $439k | 20k | 21.53 |
| 2024-12-31 | $470k | 21k | 22.70 |
| 2024-09-30 | $459k | 6.9k | 66.52 |
| 2024-06-30 | $435k | 6.9k | 62.87 |
| 2024-03-31 | $457k | 7.5k | 61.05 |
More positions owned by Lakeridge Wealth Management
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