Schwab U S Broad Market ETF shares owned by Naviter Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $558k | 22k | 25.71 |
| 2025-06-30 | $517k | 22k | 23.83 |
| 2025-03-31 | $467k | 22k | 21.50 |
| 2024-12-31 | $493k | 22k | 22.70 |
| 2024-09-30 | $481k | 7.2k | 66.52 |
| 2024-06-30 | $456k | 7.2k | 63.07 |