Schwab U S Broad Market ETF shares owned by Roger Wittlin Investment Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Roger Wittlin Investment Advisory
from 13F filings
Historical chart of Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory 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 Roger Wittlin Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 204k | 66.52 |
| 2024-06-30 | $13M | 203k | 62.87 |
| 2024-03-31 | $12M | 188k | 61.05 |
| 2023-12-31 | $12M | 215k | 55.67 |
| 2023-09-30 | $10M | 203k | 49.85 |
| 2023-06-30 | $11M | 202k | 51.70 |
| 2023-03-31 | $7.8M | 163k | 47.85 |
| 2022-12-31 | $7.0M | 157k | 44.81 |
| 2022-06-30 | $11M | 247k | 44.19 |
More positions owned by Roger Wittlin Investment Advisory
View all positions for Roger Wittlin Investment Advisory