Schwab U S Broad Market ETF shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 176k | 66.52 |
| 2024-06-30 | $11M | 173k | 62.87 |
| 2024-03-31 | $11M | 180k | 61.05 |
| 2023-12-31 | $10M | 180k | 55.67 |
| 2023-09-30 | $8.8M | 177k | 49.85 |
| 2023-06-30 | $8.3M | 160k | 51.70 |
| 2023-03-31 | $7.5M | 157k | 47.85 |
| 2022-12-31 | $5.9M | 132k | 44.81 |
| 2022-09-30 | $6.7M | 161k | 41.99 |
| 2022-06-30 | $7.0M | 159k | 44.19 |
| 2022-03-31 | $8.1M | 152k | 53.39 |
| 2021-12-31 | $8.4M | 74k | 113.01 |
| 2021-09-30 | $8.4M | 81k | 103.86 |
| 2021-06-30 | $11M | 102k | 104.27 |
| 2021-03-31 | $10M | 106k | 96.71 |
| 2020-12-31 | $9.5M | 106k | 90.27 |
| 2020-09-30 | $8.3M | 105k | 79.64 |
| 2020-06-30 | $7.1M | 97k | 73.47 |
| 2020-03-31 | $5.6M | 93k | 60.43 |
| 2019-12-31 | $6.8M | 88k | 76.88 |
| 2019-09-30 | $6.1M | 86k | 71.02 |
| 2019-06-30 | $5.9M | 84k | 70.53 |
| 2019-03-31 | $6.0M | 88k | 68.05 |