Schwab U S Broad Market ETF shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $331k | 5.4k | 61.05 |
| 2023-09-30 | $270k | 5.4k | 49.85 |
| 2023-06-30 | $281k | 5.4k | 51.70 |
| 2022-12-31 | $243k | 5.4k | 44.81 |
| 2022-09-30 | $228k | 5.4k | 41.99 |
| 2022-06-30 | $240k | 5.4k | 44.19 |
| 2022-03-31 | $290k | 5.4k | 53.39 |
| 2021-12-31 | $307k | 2.7k | 112.99 |
| 2021-09-30 | $282k | 2.7k | 103.85 |
| 2021-06-30 | $283k | 2.7k | 104.26 |
| 2021-03-31 | $262k | 2.7k | 96.70 |
| 2020-12-31 | $307k | 2.7k | 112.99 |