Schwab U S Broad Market ETF shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors 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 River Wealth Advisors 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 River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $236k | 3.5k | 66.52 |
| 2024-03-31 | $216k | 3.5k | 61.05 |
| 2022-06-30 | $283k | 6.4k | 44.27 |
| 2022-03-31 | $344k | 6.4k | 53.42 |
| 2021-12-31 | $364k | 3.2k | 113.04 |
| 2021-09-30 | $442k | 4.3k | 103.88 |
| 2021-06-30 | $451k | 4.3k | 104.35 |
| 2021-03-31 | $391k | 4.0k | 96.66 |
| 2020-12-31 | $387k | 4.3k | 90.91 |
| 2020-09-30 | $357k | 4.5k | 79.60 |
| 2020-06-30 | $361k | 4.9k | 73.55 |
| 2020-03-31 | $296k | 4.9k | 60.47 |
| 2019-12-31 | $377k | 4.9k | 76.83 |
| 2019-09-30 | $349k | 4.9k | 70.98 |
| 2019-06-30 | $358k | 5.1k | 70.63 |
| 2019-03-31 | $297k | 4.4k | 68.06 |
| 2018-12-31 | $296k | 4.9k | 60.00 |
| 2018-09-30 | $347k | 4.9k | 70.34 |
| 2018-06-30 | $323k | 4.9k | 65.93 |
| 2018-03-31 | $285k | 4.5k | 63.89 |
| 2017-12-31 | $219k | 3.4k | 64.39 |