Schwab U S Broad Market ETF shares owned by Royal Capital Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Royal Capital Wealth Management
from 13F filings
Historical chart of Royal Capital 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 Royal Capital 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 Royal Capital Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $465k | 18k | 25.71 |
| 2025-06-30 | $431k | 18k | 23.83 |
| 2025-03-31 | $389k | 18k | 21.53 |
| 2024-12-31 | $410k | 18k | 22.70 |
| 2024-09-30 | $401k | 6.0k | 66.52 |
| 2024-06-30 | $419k | 6.7k | 62.87 |
| 2024-03-31 | $407k | 6.7k | 61.05 |
| 2023-12-31 | $540k | 9.7k | 55.67 |
| 2023-09-30 | $484k | 9.7k | 49.85 |
| 2023-06-30 | $344k | 6.7k | 51.70 |
| 2023-03-31 | $314k | 6.6k | 47.87 |
| 2022-12-31 | $294k | 6.6k | 44.84 |
| 2022-09-30 | $272k | 6.5k | 42.06 |
| 2022-06-30 | $286k | 6.5k | 44.24 |
| 2022-03-31 | $343k | 6.4k | 53.34 |
| 2021-12-31 | $375k | 3.3k | 113.12 |
More positions owned by Royal Capital Wealth Management
View all positions for Royal Capital Wealth Management