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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Broad Market ETF by New England Guild Wealth Advisors

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