Schwab U S Broad Market ETF shares owned by Twelve Points Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Twelve Points Wealth Management
from 13F filings
Historical chart of Twelve Points 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 Twelve Points Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 45k | 22.70 |
| 2024-09-30 | $1.0M | 16k | 66.52 |
| 2024-06-30 | $1.1M | 17k | 62.87 |
| 2024-03-31 | $1.0M | 17k | 61.05 |
| 2023-12-31 | $997k | 18k | 55.67 |
| 2023-09-30 | $944k | 19k | 49.85 |
| 2023-06-30 | $988k | 19k | 51.70 |
| 2023-03-31 | $914k | 19k | 47.85 |
| 2022-12-31 | $872k | 20k | 44.81 |
| 2022-09-30 | $815k | 19k | 41.97 |
| 2022-06-30 | $858k | 19k | 44.19 |
| 2022-03-31 | $1.0M | 19k | 53.37 |
| 2021-12-31 | $970k | 8.6k | 112.97 |
More positions owned by Twelve Points Wealth Management
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