Schwab U S Broad Market ETF shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Old Second Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 8.3k | 26.23 |
| 2025-09-30 | $212k | 8.3k | 25.71 |
| 2025-06-30 | $197k | 8.3k | 23.83 |
| 2025-03-31 | $178k | 8.3k | 21.53 |
| 2024-12-31 | $187k | 8.3k | 22.70 |
| 2024-09-30 | $183k | 2.8k | 66.52 |
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