Schwab U S Broad Market ETF shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 88k | 22.70 |
| 2024-09-30 | $1.8M | 28k | 66.52 |
| 2024-06-30 | $1.7M | 28k | 62.87 |
| 2024-03-31 | $1.7M | 28k | 61.05 |
| 2023-12-31 | $1.6M | 29k | 55.67 |
| 2023-09-30 | $1.5M | 30k | 49.85 |
| 2023-06-30 | $1.5M | 30k | 51.70 |
| 2023-03-31 | $1.4M | 30k | 47.85 |
| 2022-12-31 | $1.3M | 28k | 44.81 |
| 2022-09-30 | $591k | 14k | 41.93 |
| 2022-06-30 | $538k | 12k | 44.19 |
| 2022-03-31 | $246k | 4.6k | 53.48 |
| 2021-12-31 | $259k | 2.3k | 113.10 |
| 2021-09-30 | $380k | 3.7k | 103.91 |
| 2021-06-30 | $243k | 2.3k | 106.11 |
| 2020-12-31 | $64k | 699 | 91.56 |
More positions owned by Regent Peak Wealth Advisors
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