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Schwab U S Broad Market ETF shares owned by Washburn Capital Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Washburn Capital Management from 13F filings

Historical chart of Washburn Capital 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 Washburn Capital Management 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 Washburn Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $542k 8.2k 66.52
2024-06-30 $561k 8.9k 62.87
2024-03-31 $615k 10k 61.05
2023-12-31 $521k 9.4k 55.67
2023-09-30 $459k 9.2k 49.85
2023-06-30 $495k 9.6k 51.70
2023-03-31 $446k 9.3k 47.85
2022-12-31 $401k 9.0k 44.81
2022-09-30 $430k 10k 41.97
2022-06-30 $470k 11k 44.21
2022-03-31 $683k 13k 53.36
2021-12-31 $757k 6.7k 113.04
2021-09-30 $696k 6.7k 103.93
2021-06-30 $662k 6.4k 104.22
2021-03-31 $650k 6.7k 96.67
2020-12-31 $798k 8.8k 91.03
2020-09-30 $742k 9.3k 79.62
2020-06-30 $1.2M 16k 73.48