Schwab U S Broad Market ETF shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R 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 Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $493k | 8.1k | 61.05 |
| 2023-12-31 | $437k | 7.8k | 55.67 |
| 2023-09-30 | $387k | 7.8k | 49.85 |
| 2023-06-30 | $476k | 9.2k | 51.70 |
| 2023-03-31 | $533k | 11k | 47.85 |
| 2022-12-31 | $499k | 11k | 44.81 |
| 2022-09-30 | $972k | 23k | 42.00 |
| 2022-06-30 | $342k | 7.7k | 44.18 |
| 2022-03-31 | $489k | 9.2k | 53.44 |
| 2021-12-31 | $461k | 4.1k | 112.93 |