Schwab U S Broad Market ETF shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 34k | 66.52 |
| 2024-06-30 | $2.8M | 45k | 62.87 |
| 2024-03-31 | $1.5M | 24k | 61.05 |
| 2023-12-31 | $1.0M | 18k | 55.67 |
| 2023-09-30 | $874k | 18k | 49.85 |
| 2023-06-30 | $910k | 18k | 51.70 |
| 2023-03-31 | $806k | 17k | 47.85 |
| 2022-12-31 | $755k | 17k | 44.81 |
| 2022-09-30 | $757k | 18k | 42.01 |
| 2022-06-30 | $803k | 18k | 44.22 |
| 2022-03-31 | $1.0M | 19k | 53.37 |
| 2021-12-31 | $1.2M | 10k | 113.05 |
| 2021-09-30 | $938k | 9.0k | 103.83 |
| 2021-06-30 | $951k | 9.1k | 104.24 |
| 2021-03-31 | $902k | 9.3k | 96.74 |
| 2020-12-31 | $984k | 11k | 90.99 |
| 2020-09-30 | $796k | 10k | 79.59 |
| 2020-06-30 | $746k | 10k | 73.51 |
| 2020-03-31 | $577k | 8.8k | 65.38 |
| 2019-12-31 | $334k | 4.3k | 77.24 |
| 2019-09-30 | $271k | 3.8k | 71.37 |
| 2019-06-30 | $247k | 3.5k | 70.63 |
| 2019-03-31 | $273k | 3.9k | 70.32 |
| 2018-12-31 | $211k | 3.3k | 64.06 |
| 2018-09-30 | $810k | 12k | 70.40 |
| 2018-06-30 | $764k | 12k | 66.00 |
| 2018-03-31 | $742k | 12k | 63.76 |
| 2017-12-31 | $495k | 7.7k | 64.49 |
| 2017-09-30 | $273k | 4.5k | 60.96 |
| 2017-06-30 | $267k | 4.6k | 58.37 |
| 2017-03-31 | $264k | 4.6k | 56.97 |
| 2016-12-31 | $267k | 4.6k | 57.62 |
| 2016-09-30 | $209k | 4.0k | 52.43 |
| 2016-06-30 | $183k | 3.6k | 50.18 |
| 2016-03-31 | $170k | 3.2k | 52.42 |
| 2011-09-30 | $757k | 18k | 42.01 |
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