Moser Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Moser Wealth Advisors

Quarter filed Position value Share count Share price at filing
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