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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

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Quarterly 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