Schwab U S Broad Market ETF shares owned by Sterling Group Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sterling Group Wealth Management
from 13F filings
Historical chart of Sterling Group Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Sterling Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sterling Group Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.1M | 18k | 62.87 |
2023-12-31 | $565k | 10k | 55.67 |
2023-09-30 | $296k | 5.9k | 49.85 |
2023-06-30 | $305k | 5.9k | 51.70 |
2023-03-31 | $282k | 5.9k | 47.85 |
2022-12-31 | $263k | 5.9k | 44.81 |
More positions owned by Sterling Group Wealth Management
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