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Schwab U S Broad Market ETF shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Schwab U S Broad Market ETF

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024250k300k350k400k450k30004000500060007000
Value ($)Share countHistorical SCHB position of Walkner Condon Financial … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 6.9k 66.52
2024-06-30 $434k 6.9k 62.87
2024-03-31 $421k 6.9k 61.05
2023-12-31 $384k 6.9k 55.67
2023-09-30 $330k 6.6k 49.85
2023-06-30 $342k 6.6k 51.70
2023-03-31 $317k 6.6k 47.85
2022-12-31 $296k 6.6k 44.81
2022-09-30 $278k 6.6k 42.03
2022-06-30 $312k 7.1k 44.24
2022-03-31 $265k 5.0k 53.32
2021-12-31 $281k 2.5k 113.08