Schwab U S Broad Market ETF shares owned by Southern Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern 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 Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $3.4M | 72k | 47.85 |
| 2022-12-31 | $2.7M | 61k | 44.81 |
| 2022-09-30 | $2.4M | 53k | 45.39 |
| 2022-06-30 | $2.3M | 53k | 44.18 |
| 2022-03-31 | $2.9M | 54k | 53.40 |
| 2021-12-31 | $3.0M | 26k | 112.99 |
| 2021-09-30 | $2.7M | 26k | 103.85 |
| 2021-06-30 | $2.8M | 26k | 107.12 |
| 2021-03-31 | $2.5M | 26k | 96.72 |
| 2020-12-31 | $2.4M | 26k | 90.98 |
| 2020-09-30 | $2.0M | 25k | 79.66 |
| 2020-06-30 | $2.0M | 27k | 73.49 |
| 2020-03-31 | $2.1M | 36k | 60.42 |
| 2019-12-31 | $2.3M | 30k | 76.89 |
More positions owned by Southern Wealth Management
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