Schwab U S Broad Market ETF shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $4.7M | 84k | 55.67 |
2023-09-30 | $4.5M | 91k | 49.85 |
2023-06-30 | $4.7M | 91k | 51.70 |
2023-03-31 | $4.3M | 91k | 47.85 |
2022-12-31 | $4.2M | 94k | 44.81 |
2022-09-30 | $3.9M | 94k | 41.99 |
2022-06-30 | $4.2M | 95k | 44.19 |
2022-03-31 | $4.8M | 90k | 53.39 |
2021-12-31 | $5.2M | 46k | 113.01 |
2021-09-30 | $4.9M | 47k | 103.87 |
2021-06-30 | $4.9M | 47k | 104.26 |
2021-03-31 | $4.6M | 47k | 96.71 |
2020-12-31 | $4.3M | 47k | 90.98 |
2020-09-30 | $3.7M | 47k | 79.65 |
2020-06-30 | $3.6M | 49k | 73.47 |
2020-03-31 | $3.0M | 50k | 60.42 |
2019-12-31 | $4.3M | 55k | 76.88 |
2019-09-30 | $4.0M | 57k | 71.02 |
2019-06-30 | $4.2M | 60k | 70.54 |
2019-03-31 | $3.9M | 57k | 68.06 |
2018-12-31 | $3.3M | 54k | 59.93 |
More positions owned by Strategic Family Wealth Counselors
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