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Schwab U S Broad Market ETF shares owned by Seaside Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Seaside Wealth Management from 13F filings

Historical chart of Seaside 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 Seaside Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 50k 66.52
2024-03-31 $3.0M 48k 61.05
2023-12-31 $2.7M 49k 55.67
2023-09-30 $2.1M 42k 49.85
2023-06-30 $2.4M 46k 51.70
2023-03-31 $3.0M 62k 47.86
2022-12-31 $2.7M 61k 44.81
2022-09-30 $2.8M 62k 45.41
2022-06-30 $2.6M 54k 48.31