Schwab U S Broad Market ETF shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman 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 Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $634k | 9.5k | 66.52 |
| 2024-06-30 | $836k | 13k | 62.89 |
| 2024-03-31 | $779k | 13k | 61.05 |
| 2023-09-30 | $690k | 14k | 49.85 |
| 2023-06-30 | $680k | 13k | 51.70 |
| 2023-03-31 | $663k | 14k | 47.85 |
| 2022-12-31 | $621k | 14k | 44.81 |
| 2022-09-30 | $582k | 14k | 41.99 |
| 2022-06-30 | $611k | 14k | 44.16 |
| 2022-03-31 | $739k | 14k | 53.37 |
| 2021-12-31 | $755k | 6.7k | 112.99 |
| 2021-09-30 | $694k | 6.7k | 103.86 |
| 2021-06-30 | $726k | 7.0k | 104.31 |
| 2021-03-31 | $646k | 6.7k | 96.68 |
| 2020-12-31 | $714k | 7.8k | 91.06 |
| 2020-09-30 | $1.5M | 19k | 79.61 |
| 2020-06-30 | $1.4M | 19k | 73.49 |
| 2020-03-31 | $1.1M | 19k | 60.41 |
| 2019-12-31 | $2.0M | 26k | 76.87 |
| 2019-09-30 | $1.9M | 26k | 71.02 |
| 2019-06-30 | $19M | 26k | 710.51 |
| 2019-03-31 | $1.8M | 26k | 68.03 |
| 2018-12-31 | $2.0M | 34k | 60.58 |
| 2017-03-31 | $14M | 246k | 57.06 |
More positions owned by Merriman Wealth Management
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