Schwab U S Broad Market ETF shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard 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 Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 23k | 66.52 |
| 2024-06-30 | $1.5M | 23k | 62.87 |
| 2024-03-31 | $1.4M | 24k | 61.05 |
| 2023-12-31 | $1.2M | 22k | 55.67 |
| 2023-09-30 | $1.2M | 24k | 49.85 |
| 2023-06-30 | $1.3M | 25k | 51.70 |
| 2023-03-31 | $1.6M | 34k | 47.85 |
| 2022-12-31 | $1.4M | 32k | 44.81 |
| 2022-09-30 | $1.0M | 24k | 42.00 |
| 2017-03-31 | $273k | 4.8k | 57.01 |
| 2016-12-31 | $255k | 4.7k | 54.26 |
| 2016-09-30 | $246k | 4.7k | 52.36 |
| 2016-06-30 | $429k | 8.5k | 50.26 |
| 2016-03-31 | $451k | 9.1k | 49.30 |
| 2015-12-31 | $899k | 18k | 49.03 |
| 2015-09-30 | $210k | 4.5k | 46.30 |
| 2015-06-30 | $226k | 4.5k | 50.21 |
| 2015-03-31 | $225k | 4.5k | 50.51 |
| 2014-12-31 | $403k | 8.1k | 49.77 |
| 2013-12-31 | $173k | 3.8k | 45.08 |
| 2013-09-30 | $149k | 3.8k | 38.82 |
| 2013-03-31 | $146k | 3.8k | 38.04 |
| 2012-12-31 | $132k | 3.8k | 34.39 |
| 2012-09-30 | $133k | 3.8k | 34.65 |
| 2012-06-30 | $125k | 3.8k | 32.57 |
| 2012-03-31 | $130k | 3.8k | 33.87 |
| 2011-12-31 | $116k | 3.8k | 30.22 |
More positions owned by Smith & Howard Wealth Management
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