Schwab U S Broad Market ETF shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 810k | 25.71 |
| 2025-06-30 | $19M | 814k | 23.83 |
| 2025-03-31 | $17M | 805k | 21.53 |
| 2024-12-31 | $18M | 801k | 22.70 |
| 2024-09-30 | $18M | 267k | 66.52 |
| 2024-06-30 | $17M | 269k | 62.87 |
| 2024-03-31 | $16M | 266k | 61.05 |
| 2023-12-31 | $14M | 258k | 55.67 |
| 2023-09-30 | $12M | 246k | 49.85 |
| 2023-06-30 | $12M | 235k | 51.70 |
| 2023-03-31 | $11M | 230k | 47.85 |
| 2022-12-31 | $11M | 236k | 44.81 |
| 2022-09-30 | $10M | 243k | 41.99 |
| 2022-06-30 | $11M | 252k | 44.19 |
| 2022-03-31 | $13M | 251k | 53.39 |
| 2021-12-31 | $14M | 125k | 113.01 |
| 2021-09-30 | $13M | 125k | 103.86 |
| 2021-06-30 | $13M | 125k | 104.27 |
| 2021-03-31 | $12M | 124k | 96.71 |
| 2020-12-31 | $11M | 125k | 90.99 |
More positions owned by Tradition Wealth Management
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