Schwab U S Broad Market ETF shares owned by New England Guild Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by New England Guild Wealth Advisors
from 13F filings
Historical chart of New England Guild Wealth Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by New England Guild Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $316k | 7.0k | 44.83 |
2022-09-30 | $296k | 7.0k | 42.04 |
2022-06-30 | $311k | 7.0k | 44.22 |
2022-03-31 | $375k | 7.0k | 53.37 |
2021-12-31 | $397k | 3.5k | 113.07 |
2021-09-30 | $364k | 3.5k | 103.79 |
2021-06-30 | $366k | 3.5k | 104.36 |
2021-03-31 | $339k | 3.5k | 96.66 |
2020-12-31 | $363k | 4.0k | 90.93 |
2020-09-30 | $318k | 4.0k | 79.66 |
2020-06-30 | $296k | 4.0k | 73.38 |
2020-03-31 | $319k | 5.3k | 60.38 |
2019-12-31 | $382k | 5.0k | 76.91 |
2019-09-30 | $389k | 5.5k | 71.05 |
2019-06-30 | $386k | 5.5k | 70.52 |
2019-03-31 | $341k | 5.0k | 68.13 |
2018-12-31 | $300k | 5.0k | 59.95 |
2018-09-30 | $352k | 5.0k | 70.37 |
2018-06-30 | $330k | 5.0k | 65.99 |
2018-03-31 | $319k | 5.0k | 63.80 |
2017-12-31 | $323k | 5.0k | 64.60 |
More positions owned by New England Guild Wealth Advisors
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