Schwab U S Broad Market ETF shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $353k | 14k | 25.71 |
| 2025-06-30 | $327k | 14k | 23.83 |
| 2025-03-31 | $294k | 14k | 21.53 |
| 2024-12-31 | $730k | 32k | 22.70 |
| 2024-09-30 | $302k | 4.5k | 66.59 |
| 2024-06-30 | $348k | 69k | 5.03 |
| 2024-03-31 | $321k | 5.3k | 60.98 |
| 2023-12-31 | $251k | 4.5k | 55.73 |
| 2023-09-30 | $261k | 5.2k | 49.81 |
| 2023-06-30 | $269k | 5.2k | 51.70 |
| 2023-03-31 | $630k | 13k | 46.91 |
| 2022-03-31 | $281k | 5.3k | 53.21 |
| 2021-12-31 | $297k | 2.6k | 112.71 |
| 2021-09-30 | $273k | 2.6k | 103.92 |
| 2021-06-30 | $273k | 2.6k | 104.16 |
| 2021-03-31 | $164k | 1.8k | 92.03 |
| 2020-12-31 | $164k | 1.8k | 92.03 |
| 2020-09-30 | $142k | 1.8k | 79.91 |
| 2020-06-30 | $69k | 944 | 73.09 |
| 2020-03-31 | $57k | 942 | 60.51 |
| 2019-12-31 | $72k | 940 | 76.60 |
| 2019-09-30 | $178k | 2.5k | 71.06 |
| 2019-06-30 | $40k | 568 | 70.42 |
| 2019-03-31 | $38k | 568 | 66.90 |
| 2018-12-31 | $34k | 568 | 59.86 |