Premier Path Wealth Partners »

Schwab U S Broad Market ETF shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 39k 25.71
2025-06-30 $916k 38k 23.83
2025-03-31 $827k 38k 21.53
2024-12-31 $900k 40k 22.70
2024-09-30 $879k 13k 66.52
2024-06-30 $831k 13k 62.87