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 csvQuarterly 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 |
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