Schwab U S Broad Market ETF shares owned by LLBH Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by LLBH Private Wealth Management
from 13F filings
Historical chart of LLBH Private 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 LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 748k | 25.71 |
| 2025-06-30 | $18M | 752k | 23.83 |
| 2025-03-31 | $16M | 764k | 21.36 |
| 2020-03-31 | $384k | 6.4k | 60.36 |
| 2019-12-31 | $564k | 7.3k | 76.82 |
| 2019-09-30 | $521k | 7.3k | 70.96 |
| 2019-06-30 | $518k | 7.3k | 70.55 |
| 2019-03-31 | $500k | 7.3k | 68.10 |
| 2018-12-31 | $443k | 7.4k | 59.96 |
| 2018-09-30 | $520k | 7.4k | 70.38 |
| 2018-06-30 | $488k | 7.4k | 66.05 |
| 2018-03-31 | $471k | 7.4k | 63.75 |
| 2017-12-31 | $480k | 7.4k | 64.97 |
More positions owned by LLBH Private Wealth Management
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