Schwab U S Broad Market ETF shares owned by Madison Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison 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 Madison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.1M | 43k | 49.85 |
| 2023-06-30 | $2.3M | 44k | 51.70 |
| 2023-03-31 | $2.1M | 44k | 47.85 |
| 2022-12-31 | $2.0M | 44k | 44.81 |
| 2022-09-30 | $1.9M | 45k | 42.00 |
| 2022-06-30 | $2.0M | 45k | 44.19 |
| 2022-03-31 | $2.4M | 45k | 53.39 |
| 2021-12-31 | $2.5M | 23k | 113.01 |
| 2021-09-30 | $2.4M | 23k | 103.85 |
| 2021-06-30 | $2.5M | 24k | 104.26 |
| 2021-03-31 | $2.3M | 24k | 96.73 |
| 2020-12-31 | $2.2M | 24k | 90.97 |
| 2020-09-30 | $1.9M | 24k | 79.63 |
| 2020-06-30 | $1.7M | 24k | 73.46 |
| 2020-03-31 | $1.2M | 20k | 60.45 |
| 2019-12-31 | $1.2M | 16k | 76.88 |