Schwab U S Broad Market ETF shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $510k | 5.6k | 90.91 |
| 2020-09-30 | $452k | 5.7k | 79.63 |
| 2020-06-30 | $738k | 10k | 73.45 |
| 2020-03-31 | $629k | 10k | 60.43 |
| 2019-12-31 | $1.2M | 15k | 76.89 |
| 2019-09-30 | $1.2M | 17k | 70.99 |
| 2019-06-30 | $1.1M | 16k | 70.52 |
| 2019-03-31 | $1.1M | 16k | 68.03 |
| 2018-12-31 | $836k | 14k | 59.89 |
| 2018-09-30 | $556k | 7.9k | 70.34 |
| 2018-06-30 | $520k | 7.9k | 65.96 |
| 2018-03-31 | $501k | 8.2k | 60.92 |
| 2017-12-31 | $571k | 8.8k | 64.56 |
| 2017-09-30 | $501k | 8.2k | 60.92 |
| 2017-06-30 | $276k | 4.7k | 58.43 |
| 2017-03-31 | $250k | 4.4k | 57.00 |
| 2016-12-31 | $641k | 12k | 54.18 |
| 2016-09-30 | $589k | 11k | 52.36 |
| 2016-06-30 | $642k | 13k | 50.29 |
| 2016-03-31 | $463k | 9.4k | 49.23 |
| 2015-12-31 | $423k | 8.6k | 49.00 |
| 2015-03-31 | $6.4M | 127k | 50.48 |
| 2014-12-31 | $6.2M | 124k | 49.82 |
| 2014-09-30 | $5.6M | 117k | 47.55 |
| 2014-06-30 | $5.5M | 115k | 47.72 |
More positions owned by SVA Plumb Wealth Management
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