Schwab U S Broad Market ETF shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive 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 Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 127k | 25.71 |
| 2025-06-30 | $2.9M | 121k | 23.83 |
| 2025-03-31 | $2.2M | 103k | 21.53 |
| 2024-12-31 | $1.9M | 84k | 22.70 |
| 2024-09-30 | $1.8M | 27k | 66.52 |
| 2024-06-30 | $1.6M | 26k | 62.87 |
| 2024-03-31 | $1.3M | 22k | 61.05 |
| 2023-12-31 | $1.0M | 18k | 55.67 |
| 2023-09-30 | $843k | 17k | 49.85 |
| 2023-06-30 | $777k | 15k | 51.70 |
| 2023-03-31 | $738k | 15k | 47.85 |
| 2022-12-31 | $693k | 16k | 44.81 |
| 2022-09-30 | $704k | 17k | 42.02 |
| 2022-06-30 | $656k | 15k | 44.18 |
| 2022-03-31 | $573k | 11k | 53.39 |
| 2021-12-31 | $476k | 4.2k | 112.96 |