Schwab U S Broad Market ETF shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson 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 Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 26k | 66.51 |
| 2024-03-31 | $1.7M | 28k | 61.05 |
| 2023-12-31 | $1.5M | 28k | 55.66 |
| 2023-09-30 | $1.7M | 35k | 49.84 |
| 2023-06-30 | $1.8M | 35k | 51.69 |
| 2023-03-31 | $1.7M | 35k | 47.85 |
| 2022-12-31 | $1.6M | 36k | 44.81 |
| 2022-09-30 | $1.5M | 36k | 41.99 |
| 2022-06-30 | $1.6M | 36k | 44.19 |
| 2022-03-31 | $1.9M | 36k | 53.38 |
| 2021-12-31 | $2.0M | 18k | 113.03 |
| 2021-09-30 | $1.9M | 18k | 103.89 |
| 2021-06-30 | $2.0M | 20k | 104.29 |
| 2021-03-31 | $930k | 9.6k | 96.74 |
| 2020-12-31 | $875k | 9.6k | 91.02 |
| 2020-09-30 | $766k | 9.6k | 79.68 |
| 2020-06-30 | $723k | 9.8k | 73.48 |
| 2020-03-31 | $595k | 9.8k | 60.45 |
More positions owned by Tolleson Wealth Management
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