Schwab U S Broad Market ETF shares owned by Red Door Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Red Door Wealth Management
from 13F filings
Historical chart of Red Door Wealth Management 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 Red Door Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Red Door Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 81k | 61.05 |
| 2023-12-31 | $4.5M | 81k | 55.67 |
| 2023-09-30 | $4.0M | 81k | 49.85 |
| 2023-06-30 | $4.1M | 79k | 51.70 |
| 2023-03-31 | $3.8M | 80k | 47.85 |
| 2022-12-31 | $3.7M | 84k | 44.81 |
| 2022-09-30 | $3.5M | 84k | 41.98 |
| 2022-06-30 | $3.7M | 84k | 44.18 |
| 2022-03-31 | $4.5M | 84k | 53.39 |
| 2021-12-31 | $4.7M | 42k | 112.99 |
| 2021-09-30 | $4.4M | 42k | 103.85 |
| 2021-06-30 | $4.4M | 42k | 104.25 |
| 2021-03-31 | $4.4M | 45k | 96.85 |
| 2020-12-31 | $4.2M | 46k | 90.98 |
| 2020-09-30 | $3.8M | 48k | 79.88 |
| 2020-06-30 | $3.6M | 50k | 73.45 |
| 2020-03-31 | $2.0M | 34k | 60.43 |
| 2019-12-31 | $2.5M | 32k | 78.19 |
More positions owned by Red Door Wealth Management
View all positions for Red Door Wealth Management