Schwab U S Broad Market ETF shares owned by Selective Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective 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 Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 74k | 25.82 |
| 2025-06-30 | $1.8M | 74k | 24.10 |
| 2025-03-31 | $1.5M | 74k | 20.48 |
| 2024-12-31 | $1.7M | 74k | 22.58 |
| 2024-09-30 | $1.7M | 25k | 66.37 |
| 2024-06-30 | $1.6M | 25k | 64.03 |
| 2024-03-31 | $1.5M | 25k | 59.88 |
| 2022-09-30 | $75k | 1.8k | 42.23 |
| 2022-06-30 | $31k | 711 | 43.60 |
| 2022-03-31 | $38k | 708 | 53.67 |
| 2021-12-31 | $40k | 354 | 112.99 |
| 2021-06-30 | $29k | 301 | 96.35 |
| 2021-03-31 | $29k | 301 | 96.35 |
| 2020-12-31 | $27k | 300 | 90.00 |
| 2020-09-30 | $24k | 299 | 80.27 |
| 2020-06-30 | $22k | 297 | 74.07 |
| 2020-03-31 | $21k | 342 | 61.40 |
| 2019-12-31 | $66k | 864 | 76.34 |
| 2019-09-30 | $61k | 854 | 71.43 |
More positions owned by Selective Wealth Management
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