Schwab U S Broad Market ETF shares owned by Unique Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $611k | 9.2k | 66.52 |
| 2024-06-30 | $536k | 8.5k | 62.87 |
| 2024-03-31 | $535k | 8.8k | 61.05 |
| 2023-12-31 | $501k | 9.0k | 55.67 |
| 2023-09-30 | $454k | 9.1k | 49.85 |
| 2023-06-30 | $470k | 9.1k | 51.70 |