Schwab U S Broad Market ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 75k | 26.23 |
| 2025-09-30 | $669k | 26k | 25.71 |
| 2025-06-30 | $521k | 22k | 23.83 |
| 2025-03-31 | $461k | 21k | 21.53 |
| 2021-03-31 | $557k | 5.8k | 96.79 |
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