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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Broad Market ETF by Laurel Wealth Advisors

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