Schwab U S Broad Market ETF shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare 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 Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $645k | 25k | 25.71 |
| 2025-06-30 | $598k | 25k | 23.83 |
| 2025-03-31 | $540k | 25k | 21.53 |
| 2024-12-31 | $577k | 25k | 22.70 |
| 2024-09-30 | $563k | 8.5k | 66.52 |
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