Schwab U S Broad Market ETF shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $1.2M | 27k | 44.80 |
2022-09-30 | $1.2M | 28k | 42.00 |
2022-06-30 | $1.2M | 28k | 44.20 |
2022-03-31 | $1.5M | 28k | 53.38 |
2021-12-31 | $1.5M | 13k | 113.00 |
2021-09-30 | $1.3M | 13k | 103.90 |
2021-06-30 | $1.3M | 13k | 104.28 |
2021-03-31 | $1.2M | 13k | 96.72 |
2020-12-31 | $1.3M | 14k | 90.97 |
2020-09-30 | $1.1M | 14k | 79.62 |
2020-06-30 | $1.0M | 14k | 73.47 |
2020-03-31 | $847k | 14k | 60.42 |
2019-12-31 | $1.1M | 14k | 76.91 |
2019-09-30 | $1.2M | 18k | 71.02 |
2019-06-30 | $978k | 14k | 70.50 |
2019-03-31 | $952k | 14k | 68.06 |
2018-12-31 | $321k | 5.4k | 59.77 |
2018-09-30 | $244k | 3.5k | 70.20 |
2018-06-30 | $228k | 3.5k | 65.86 |
2018-03-31 | $220k | 3.5k | 63.55 |
2017-12-31 | $450k | 7.0k | 64.40 |
2017-09-30 | $283k | 4.7k | 60.77 |
2017-06-30 | $290k | 5.0k | 58.34 |
2017-03-31 | $283k | 5.0k | 56.93 |
2016-12-31 | $249k | 4.6k | 54.13 |