Schwab U S Broad Market ETF shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point 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 Stony Point 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 Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $374k | 6.1k | 61.05 |
| 2023-12-31 | $334k | 6.0k | 55.67 |
| 2023-09-30 | $295k | 5.9k | 50.28 |
| 2023-06-30 | $295k | 5.7k | 51.70 |
| 2023-03-31 | $273k | 5.7k | 47.85 |
| 2022-12-31 | $247k | 5.5k | 44.81 |
| 2022-09-30 | $261k | 6.2k | 41.92 |
| 2022-06-30 | $273k | 6.2k | 44.21 |
| 2022-03-31 | $323k | 6.1k | 53.36 |
| 2021-12-31 | $339k | 3.0k | 113.00 |
| 2021-09-30 | $331k | 3.2k | 103.99 |
| 2021-06-30 | $376k | 3.6k | 104.36 |
| 2021-03-31 | $458k | 4.7k | 96.71 |
| 2020-12-31 | $566k | 6.2k | 91.03 |
| 2020-09-30 | $531k | 6.7k | 79.59 |
| 2020-06-30 | $495k | 6.7k | 73.40 |
| 2020-03-31 | $407k | 6.7k | 60.41 |
| 2019-12-31 | $472k | 6.1k | 76.84 |
| 2019-09-30 | $458k | 6.5k | 70.99 |
| 2019-06-30 | $434k | 6.1k | 71.51 |
| 2019-03-31 | $387k | 5.7k | 68.05 |
| 2018-12-31 | $299k | 5.0k | 59.84 |
| 2018-09-30 | $274k | 3.9k | 70.33 |
| 2018-06-30 | $243k | 3.7k | 66.05 |
| 2018-03-31 | $219k | 3.4k | 63.81 |
More positions owned by Stony Point Wealth Management
View all positions for Stony Point Wealth Management