Schwab U S Broad Market ETF shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 88k | 66.52 |
| 2024-06-30 | $5.6M | 88k | 62.87 |
| 2024-03-31 | $5.4M | 89k | 61.05 |
| 2023-12-31 | $4.9M | 88k | 55.67 |
| 2023-09-30 | $4.5M | 90k | 49.85 |
| 2023-06-30 | $4.7M | 91k | 51.70 |
| 2023-03-31 | $4.3M | 91k | 47.85 |
| 2022-12-31 | $4.1M | 92k | 44.81 |
| 2022-09-30 | $3.4M | 82k | 41.99 |
| 2022-06-30 | $3.6M | 82k | 44.19 |
| 2022-03-31 | $3.3M | 63k | 53.39 |
| 2021-12-31 | $3.1M | 28k | 113.00 |
| 2021-09-30 | $2.9M | 28k | 103.87 |
| 2021-06-30 | $3.0M | 29k | 104.26 |
| 2021-03-31 | $2.8M | 29k | 96.71 |
| 2020-12-31 | $2.7M | 29k | 90.99 |
| 2020-09-30 | $2.2M | 28k | 79.65 |
| 2020-06-30 | $2.1M | 29k | 73.46 |
| 2020-03-31 | $3.3M | 54k | 60.42 |
| 2019-12-31 | $2.3M | 30k | 76.89 |