Schwab U S Broad Market ETF shares owned by Waldron
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 150k | 66.52 |
| 2024-06-30 | $9.5M | 150k | 63.07 |
| 2024-03-31 | $9.2M | 150k | 61.05 |
| 2023-12-31 | $8.4M | 150k | 55.67 |
| 2023-09-30 | $7.5M | 150k | 49.85 |
| 2023-06-30 | $7.8M | 150k | 51.70 |
| 2023-03-31 | $7.2M | 151k | 47.85 |
| 2022-12-31 | $6.3M | 151k | 41.99 |
| 2022-09-30 | $6.3M | 151k | 41.99 |
| 2022-06-30 | $6.6M | 151k | 44.19 |
| 2022-03-31 | $8.0M | 150k | 53.39 |
| 2021-12-31 | $8.5M | 75k | 113.02 |
| 2021-09-30 | $7.8M | 75k | 103.86 |
| 2021-06-30 | $7.8M | 75k | 104.26 |
| 2021-03-31 | $7.3M | 75k | 96.71 |
| 2020-12-31 | $6.8M | 75k | 90.99 |
| 2020-09-30 | $6.0M | 75k | 79.63 |
| 2020-06-30 | $5.5M | 75k | 73.47 |
| 2020-03-31 | $9.7M | 160k | 60.43 |
| 2019-12-31 | $15M | 196k | 76.88 |
| 2019-09-30 | $14M | 196k | 71.02 |