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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Broad Market ETF by Watermark Asset Management

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