Schwab U S Broad Market ETF shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 46k | 55.67 |
| 2023-09-30 | $2.3M | 47k | 49.85 |
| 2023-06-30 | $2.5M | 49k | 51.70 |
| 2023-03-31 | $2.4M | 50k | 47.85 |
| 2022-12-31 | $2.3M | 51k | 44.81 |
| 2022-09-30 | $2.2M | 53k | 41.98 |
| 2022-06-30 | $2.3M | 52k | 44.20 |
| 2022-03-31 | $2.9M | 54k | 53.39 |
| 2021-12-31 | $3.1M | 28k | 113.01 |
| 2021-09-30 | $3.0M | 29k | 103.86 |
| 2021-06-30 | $2.9M | 28k | 104.28 |
| 2021-03-31 | $2.8M | 29k | 96.70 |
| 2020-12-31 | $3.0M | 33k | 91.00 |
| 2020-09-30 | $2.7M | 34k | 79.65 |
| 2020-06-30 | $2.9M | 39k | 73.48 |
| 2020-03-31 | $2.6M | 42k | 60.41 |
| 2019-12-31 | $4.1M | 53k | 76.89 |
| 2019-09-30 | $3.8M | 53k | 71.02 |
| 2019-06-30 | $3.8M | 55k | 70.53 |
| 2019-03-31 | $4.1M | 61k | 68.04 |
| 2018-12-31 | $4.0M | 67k | 59.93 |
More positions owned by Prestige Wealth Management Group
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