Schwab U S Broad Market ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 75k | 55.67 |
| 2023-09-30 | $3.7M | 75k | 49.85 |
| 2023-06-30 | $4.4M | 86k | 51.70 |
| 2023-03-31 | $4.0M | 85k | 47.85 |
| 2022-12-31 | $3.8M | 84k | 44.81 |
| 2022-09-30 | $3.6M | 85k | 41.99 |
| 2022-06-30 | $3.7M | 83k | 44.19 |
| 2022-03-31 | $5.8M | 109k | 53.39 |
| 2021-12-31 | $6.1M | 54k | 113.01 |
| 2021-09-30 | $5.4M | 52k | 103.86 |
| 2021-06-30 | $5.5M | 53k | 104.26 |
| 2021-03-31 | $4.9M | 51k | 96.70 |
| 2020-12-31 | $4.1M | 45k | 90.97 |
| 2020-09-30 | $3.7M | 47k | 79.64 |
| 2020-06-30 | $2.9M | 40k | 73.46 |
| 2020-03-31 | $3.1M | 52k | 60.42 |
More positions owned by Robertson Stephens Wealth Management
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