Selective Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Selective Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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