Schwab U S Broad Market ETF shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us 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 Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.5M | 131k | 26.44 |
| 2025-09-30 | $3.3M | 129k | 25.71 |
| 2025-06-30 | $3.1M | 129k | 23.83 |
| 2025-03-31 | $1.5M | 69k | 21.53 |
| 2024-12-31 | $2.5M | 84k | 30.11 |
| 2024-09-30 | $3.2M | 49k | 65.88 |
| 2024-06-30 | $3.1M | 49k | 62.93 |
| 2024-03-31 | $2.0M | 32k | 61.05 |
| 2023-12-31 | $1.4M | 26k | 55.67 |
| 2023-09-30 | $1.3M | 26k | 49.85 |
| 2023-06-30 | $1.3M | 25k | 51.70 |
| 2023-03-31 | $1.4M | 29k | 47.85 |
| 2022-12-31 | $790k | 18k | 45.02 |
| 2022-09-30 | $875k | 21k | 42.01 |
| 2022-06-30 | $521k | 12k | 44.21 |
| 2022-03-31 | $616k | 12k | 53.39 |
| 2021-12-31 | $979k | 8.7k | 113.00 |
| 2021-09-30 | $821k | 7.9k | 103.85 |
| 2021-06-30 | $669k | 6.4k | 104.27 |
| 2021-03-31 | $541k | 5.6k | 96.76 |
| 2020-12-31 | $481k | 5.3k | 90.93 |
| 2020-09-30 | $350k | 4.4k | 79.53 |
| 2020-06-30 | $455k | 6.2k | 73.43 |
| 2020-03-31 | $286k | 4.7k | 60.45 |