Schwab U S Broad Market ETF shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management 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 Oakwell Private Wealth Management 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 Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 16k | 66.52 |
| 2024-06-30 | $1.1M | 18k | 62.87 |
| 2024-03-31 | $1.1M | 18k | 61.05 |
| 2023-12-31 | $983k | 18k | 55.67 |
| 2023-09-30 | $934k | 19k | 49.85 |
| 2023-06-30 | $968k | 19k | 51.70 |
| 2023-03-31 | $901k | 19k | 47.85 |
| 2022-12-31 | $845k | 19k | 44.81 |
| 2022-09-30 | $818k | 20k | 41.99 |
| 2022-06-30 | $878k | 20k | 44.21 |
| 2022-03-31 | $1.1M | 20k | 53.40 |
| 2021-12-31 | $1.1M | 10k | 113.05 |
| 2021-09-30 | $1.1M | 10k | 103.81 |
| 2021-06-30 | $1.2M | 12k | 104.26 |
| 2021-03-31 | $1.1M | 12k | 96.68 |
| 2020-12-31 | $1.3M | 14k | 90.97 |
More positions owned by Oakwell Private Wealth Management
View all positions for Oakwell Private Wealth Management