Schwab U S Broad Market ETF shares owned by Moser Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Moser Wealth Advisors
from 13F filings
Historical chart of Moser Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Moser Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Moser Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $45k | 1.9k | 23.83 |
| 2025-03-31 | $41k | 1.9k | 21.53 |
| 2024-12-31 | $38k | 1.7k | 22.69 |
| 2024-09-30 | $37k | 549 | 66.52 |
| 2024-06-30 | $34k | 547 | 62.86 |
| 2024-03-31 | $33k | 547 | 61.04 |
| 2023-12-31 | $30k | 546 | 55.66 |
| 2023-09-30 | $27k | 544 | 49.89 |
| 2023-06-30 | $28k | 543 | 51.72 |
| 2022-12-31 | $24k | 541 | 44.36 |
| 2022-09-30 | $23k | 539 | 42.67 |
| 2022-06-30 | $103k | 2.3k | 44.24 |
| 2022-03-31 | $124k | 2.3k | 53.29 |
| 2021-12-31 | $132k | 1.2k | 113.40 |
| 2021-09-30 | $121k | 1.2k | 104.04 |
| 2021-06-30 | $121k | 1.2k | 104.13 |
| 2021-03-31 | $112k | 1.2k | 96.39 |
| 2020-12-31 | $106k | 1.2k | 91.22 |
| 2020-09-30 | $92k | 1.2k | 79.24 |
| 2020-06-30 | $85k | 1.2k | 73.28 |
| 2020-03-31 | $70k | 1.2k | 60.40 |
| 2019-12-31 | $12k | 158 | 75.95 |