Schwab U S Broad Market ETF shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.1M | 150k | 61.05 |
| 2023-12-31 | $8.2M | 147k | 55.67 |
| 2023-09-30 | $6.3M | 126k | 49.85 |
| 2023-06-30 | $6.5M | 126k | 51.70 |
| 2023-03-31 | $5.8M | 122k | 47.85 |
| 2022-12-31 | $5.4M | 120k | 44.81 |
| 2022-09-30 | $5.0M | 119k | 41.99 |
| 2022-06-30 | $5.4M | 122k | 44.19 |
| 2022-03-31 | $6.2M | 117k | 53.39 |
| 2021-12-31 | $5.8M | 52k | 113.00 |
| 2021-09-30 | $5.4M | 52k | 103.87 |
| 2021-06-30 | $5.3M | 51k | 104.27 |
| 2021-03-31 | $4.6M | 47k | 96.71 |
| 2020-12-31 | $3.9M | 43k | 90.99 |