Schwab U S Broad Market ETF shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management 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 Wagner Bowman Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Wagner Bowman Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $37M | 600k | 61.05 |
2023-12-31 | $31M | 557k | 55.67 |
2023-09-30 | $27M | 542k | 49.85 |
2023-06-30 | $28M | 532k | 51.70 |
2023-03-31 | $25M | 528k | 47.85 |
2022-09-30 | $21M | 495k | 41.99 |
2022-06-30 | $21M | 471k | 45.04 |
2022-03-31 | $23M | 463k | 50.34 |
2021-12-31 | $28M | 247k | 113.01 |
2021-09-30 | $25M | 241k | 103.86 |
2021-06-30 | $26M | 242k | 106.67 |
2021-03-31 | $23M | 241k | 96.71 |
2020-12-31 | $23M | 243k | 94.16 |
2020-09-30 | $20M | 245k | 79.64 |
2020-06-30 | $18M | 242k | 73.47 |
2020-03-31 | $14M | 236k | 60.43 |
2019-12-31 | $19M | 242k | 76.88 |
2019-09-30 | $16M | 228k | 71.02 |
2019-06-30 | $15M | 212k | 70.53 |
2019-03-31 | $14M | 211k | 68.05 |
2018-12-31 | $11M | 191k | 59.93 |
2018-09-30 | $12M | 173k | 70.38 |
2018-06-30 | $11M | 164k | 65.99 |
2018-03-31 | $10M | 161k | 63.79 |
2017-12-31 | $9.9M | 154k | 64.51 |
2017-09-30 | $9.1M | 149k | 60.91 |
2017-06-30 | $8.5M | 146k | 58.46 |
2017-03-31 | $8.4M | 147k | 57.05 |
2016-12-31 | $6.3M | 116k | 54.18 |
2016-09-30 | $5.6M | 108k | 52.32 |
2016-06-30 | $5.3M | 106k | 50.29 |
2016-03-31 | $5.1M | 104k | 49.28 |
2015-12-31 | $3.2M | 65k | 49.03 |
2015-09-30 | $2.8M | 59k | 46.37 |
2015-06-30 | $2.9M | 57k | 50.23 |
2015-03-31 | $2.7M | 53k | 50.48 |
2014-12-31 | $2.4M | 48k | 49.82 |
2014-09-30 | $2.1M | 43k | 47.55 |
2014-06-30 | $1.9M | 41k | 47.71 |
2014-03-31 | $1.7M | 37k | 45.69 |
2013-12-31 | $1.4M | 31k | 45.00 |
2013-09-30 | $1.3M | 31k | 41.08 |
2013-06-30 | $753k | 19k | 38.89 |