Schwab U S Broad Market ETF shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge 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 Shira Ridge 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 Shira Ridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $479k | 21k | 22.70 |
| 2024-09-30 | $468k | 7.0k | 66.52 |
| 2024-06-30 | $443k | 7.0k | 62.87 |
| 2024-03-31 | $430k | 7.0k | 61.05 |
| 2023-12-31 | $392k | 7.0k | 55.67 |
| 2023-09-30 | $351k | 7.0k | 49.85 |
| 2023-06-30 | $364k | 7.0k | 51.70 |
| 2023-03-31 | $337k | 7.0k | 47.85 |
| 2022-12-31 | $315k | 7.0k | 44.81 |
More positions owned by Shira Ridge Wealth Management
View all positions for Shira Ridge Wealth Management