Schwab U S Broad Market ETF shares owned by Old North State Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Old North State Wealth Management
from 13F filings
Historical chart of Old North State 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 Old North State 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 Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $467k | 18k | 26.23 |
| 2025-09-30 | $456k | 18k | 25.72 |
| 2025-06-30 | $422k | 18k | 23.83 |
| 2025-03-31 | $377k | 18k | 21.53 |
| 2024-12-31 | $396k | 17k | 22.71 |
| 2024-09-30 | $384k | 5.8k | 66.57 |
| 2024-06-30 | $325k | 5.2k | 62.89 |
| 2024-03-31 | $314k | 5.1k | 61.06 |
| 2023-12-31 | $285k | 5.1k | 55.68 |
| 2023-09-30 | $254k | 5.1k | 49.86 |
| 2023-06-30 | $262k | 5.1k | 51.71 |
| 2023-03-31 | $242k | 5.1k | 47.86 |
| 2022-12-31 | $261k | 5.8k | 44.82 |
| 2022-09-30 | $243k | 5.8k | 42.00 |
| 2022-06-30 | $268k | 6.1k | 44.19 |
| 2022-03-31 | $323k | 6.0k | 53.40 |
| 2021-12-31 | $341k | 3.0k | 113.04 |
More positions owned by Old North State Wealth Management
View all positions for Old North State Wealth Management