Schwab U S Broad Market ETF shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 274k | 66.52 |
| 2024-06-30 | $17M | 277k | 62.87 |
| 2024-03-31 | $17M | 276k | 61.05 |
| 2023-12-31 | $15M | 274k | 55.67 |
| 2023-09-30 | $14M | 273k | 49.85 |
| 2023-06-30 | $14M | 271k | 51.70 |
| 2023-03-31 | $13M | 262k | 47.85 |
| 2022-12-31 | $11M | 255k | 44.81 |
| 2022-09-30 | $11M | 256k | 41.99 |
| 2022-06-30 | $12M | 262k | 44.19 |
| 2022-03-31 | $14M | 263k | 53.39 |
| 2021-12-31 | $15M | 134k | 113.01 |
| 2021-09-30 | $14M | 133k | 103.86 |
| 2021-06-30 | $14M | 133k | 104.27 |
| 2021-03-31 | $13M | 131k | 96.71 |
| 2020-12-31 | $12M | 130k | 93.85 |
| 2020-09-30 | $10M | 130k | 79.64 |
| 2020-06-30 | $11M | 146k | 73.47 |
| 2020-03-31 | $8.9M | 147k | 60.43 |
| 2019-12-31 | $11M | 147k | 76.88 |
| 2019-09-30 | $11M | 147k | 73.56 |