Schwab U S Broad Market ETF shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private 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 Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 22k | 25.71 |
| 2025-06-30 | $425k | 18k | 23.83 |
| 2025-03-31 | $384k | 18k | 21.53 |
| 2024-12-31 | $405k | 18k | 22.70 |
| 2024-09-30 | $792k | 12k | 66.52 |
| 2024-06-30 | $374k | 6.0k | 62.87 |
| 2024-03-31 | $363k | 6.0k | 61.05 |
| 2023-12-31 | $331k | 6.0k | 55.67 |
| 2023-09-30 | $297k | 6.0k | 49.85 |
| 2023-06-30 | $308k | 6.0k | 51.70 |
| 2023-03-31 | $285k | 6.0k | 47.85 |
| 2022-12-31 | $268k | 6.0k | 44.81 |
| 2022-09-30 | $251k | 6.0k | 42.03 |
| 2022-06-30 | $264k | 6.0k | 44.21 |
| 2022-03-31 | $292k | 6.0k | 48.89 |
| 2021-12-31 | $335k | 3.0k | 112.61 |
More positions owned by Schrum Private Wealth Management
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