Schwab U S Broad Market ETF shares owned by Watermark Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-12-31 | $12M | 191k | 59.93 |
2018-09-30 | $14M | 194k | 70.39 |
2018-06-30 | $13M | 193k | 65.99 |
2018-03-31 | $12M | 191k | 63.79 |
2017-12-31 | $12M | 187k | 64.52 |
2017-09-30 | $10M | 170k | 60.91 |
2017-06-30 | $8.7M | 148k | 58.46 |
2017-03-31 | $8.1M | 142k | 57.06 |
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