Schwab U S Broad Market ETF shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment 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 Segment 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 Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 100k | 25.71 |
| 2025-06-30 | $2.4M | 101k | 23.83 |
| 2025-03-31 | $2.2M | 101k | 21.53 |
| 2024-12-31 | $2.3M | 100k | 22.70 |
| 2024-09-30 | $2.2M | 32k | 66.52 |
| 2024-06-30 | $2.1M | 33k | 62.87 |
| 2024-03-31 | $2.0M | 33k | 61.05 |
| 2023-12-31 | $1.8M | 33k | 55.67 |
| 2023-09-30 | $1.6M | 33k | 49.85 |
| 2023-06-30 | $1.7M | 33k | 51.70 |
| 2023-03-31 | $1.6M | 33k | 47.85 |
| 2022-12-31 | $1.5M | 33k | 44.81 |
| 2022-09-30 | $1.4M | 34k | 42.00 |
| 2022-06-30 | $1.8M | 41k | 44.18 |
| 2022-03-31 | $2.2M | 41k | 53.39 |
| 2021-12-31 | $2.3M | 20k | 113.03 |
| 2021-09-30 | $2.0M | 20k | 103.86 |
| 2021-06-30 | $2.0M | 20k | 104.28 |
| 2021-03-31 | $1.9M | 20k | 96.71 |
| 2020-12-31 | $1.8M | 19k | 90.97 |
| 2020-09-30 | $1.5M | 19k | 79.64 |
| 2020-06-30 | $1.4M | 19k | 73.46 |
| 2020-03-31 | $982k | 16k | 60.41 |
| 2019-12-31 | $1.3M | 17k | 76.89 |
| 2019-09-30 | $1.2M | 16k | 71.01 |
| 2019-06-30 | $1.1M | 16k | 70.53 |
| 2019-03-31 | $984k | 15k | 68.04 |
| 2018-12-31 | $751k | 13k | 59.94 |
| 2018-09-30 | $874k | 12k | 70.38 |
| 2018-06-30 | $692k | 11k | 66.00 |
| 2018-03-31 | $648k | 10k | 63.81 |
| 2017-12-31 | $665k | 10k | 64.53 |
| 2017-09-30 | $625k | 10k | 60.93 |
| 2017-06-30 | $587k | 10k | 58.46 |
| 2017-03-31 | $510k | 8.9k | 57.04 |