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Schwab U S Broad Market ETF shares owned by Platte River Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Platte River Wealth Advisors from 13F filings

Historical chart of Platte River Wealth Advisors 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 Platte River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Platte River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $837k 14k 61.05
2023-12-31 $721k 13k 55.67
2023-09-30 $432k 8.7k 49.85
2023-06-30 $448k 8.7k 51.70
2022-06-30 $246k 5.6k 44.17
2022-03-31 $297k 5.6k 53.32
2021-12-31 $320k 2.9k 111.42
2021-09-30 $266k 2.6k 103.83
2021-06-30 $260k 2.5k 104.33
2021-03-31 $248k 2.5k 99.52
2020-12-31 $235k 2.5k 94.30
2019-12-31 $545k 7.1k 76.83