Schwab U S Broad Market ETF shares owned by Ledge Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ledge Wealth Management
from 13F filings
Historical chart of Ledge Wealth Management 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 Ledge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Ledge Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $274k | 4.9k | 55.67 |
2023-09-30 | $245k | 4.9k | 49.85 |
2023-06-30 | $254k | 4.9k | 51.70 |
2023-03-31 | $235k | 4.9k | 47.85 |
2022-12-31 | $220k | 4.9k | 44.72 |
2022-09-30 | $212k | 5.1k | 41.94 |
2022-06-30 | $223k | 5.1k | 44.11 |
2022-03-31 | $270k | 5.1k | 53.41 |