Schwab U S Broad Market ETF shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 279k | 25.71 |
| 2025-06-30 | $7.2M | 302k | 23.83 |
| 2025-03-31 | $6.6M | 306k | 21.53 |
| 2024-12-31 | $8.8M | 386k | 22.70 |
| 2024-09-30 | $8.7M | 131k | 66.52 |
| 2024-06-30 | $8.4M | 134k | 62.87 |
| 2024-03-31 | $7.8M | 128k | 61.05 |
| 2023-12-31 | $6.9M | 125k | 55.67 |
| 2023-09-30 | $6.2M | 124k | 49.85 |
| 2023-06-30 | $6.6M | 127k | 51.70 |
| 2023-03-31 | $6.2M | 48 | 129841.88 |
| 2022-12-31 | $5.9M | 132k | 44.81 |
| 2022-09-30 | $5.5M | 131k | 41.99 |
| 2022-06-30 | $5.7M | 129k | 44.19 |
| 2022-03-31 | $7.1M | 133k | 53.39 |
| 2021-12-31 | $7.6M | 67k | 113.01 |
| 2021-09-30 | $7.0M | 68k | 103.86 |
| 2021-06-30 | $7.0M | 67k | 104.27 |
| 2021-03-31 | $6.6M | 68k | 96.71 |
| 2020-12-31 | $6.4M | 70k | 90.98 |
| 2020-09-30 | $6.4M | 80k | 79.64 |
| 2020-06-30 | $7.9M | 107k | 73.47 |
| 2020-03-31 | $6.9M | 113k | 60.43 |
| 2019-12-31 | $3.5M | 45k | 76.87 |
| 2019-09-30 | $3.6M | 51k | 71.03 |
| 2019-06-30 | $3.5M | 49k | 70.53 |
| 2019-03-31 | $2.2M | 33k | 68.04 |
| 2018-12-31 | $1.9M | 32k | 59.93 |
| 2018-09-30 | $1.5M | 21k | 70.39 |
| 2018-06-30 | $1.4M | 22k | 66.01 |
| 2018-03-31 | $1.4M | 22k | 63.77 |
| 2017-12-31 | $1.4M | 22k | 64.53 |
| 2017-09-30 | $1.3M | 22k | 60.93 |
| 2017-06-30 | $1.3M | 22k | 58.45 |
| 2017-03-31 | $1.3M | 23k | 57.08 |
| 2016-12-31 | $1.3M | 24k | 54.17 |
| 2016-09-30 | $934k | 18k | 52.30 |
| 2016-06-30 | $906k | 18k | 50.30 |
| 2016-03-31 | $284k | 5.8k | 49.22 |
| 2015-12-31 | $705k | 14k | 49.02 |
| 2015-09-30 | $771k | 17k | 46.38 |
| 2015-06-30 | $848k | 17k | 50.21 |
| 2015-03-31 | $889k | 18k | 50.49 |
| 2014-12-31 | $828k | 17k | 49.80 |
| 2014-09-30 | $4.4M | 93k | 47.55 |
| 2014-06-30 | $4.4M | 92k | 47.72 |
| 2014-03-31 | $4.9M | 107k | 45.71 |
| 2013-12-31 | $4.9M | 108k | 45.01 |
| 2013-09-30 | $4.5M | 110k | 41.09 |
| 2013-06-30 | $4.3M | 111k | 38.91 |
| 2013-03-31 | $2.7M | 70k | 37.96 |
| 2012-12-31 | $2.4M | 69k | 34.41 |
| 2012-09-30 | $1.5M | 44k | 34.55 |
| 2012-06-30 | $1.5M | 46k | 32.68 |
| 2012-03-31 | $1.5M | 45k | 33.92 |
| 2011-06-30 | $645k | 20k | 32.02 |
| 2011-03-31 | $653k | 20k | 32.17 |
More positions owned by Sheets Smith Wealth Management
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