Schwab U S Broad Market ETF shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by waypoint wealth counsel 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 waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 99k | 22.70 |
| 2024-09-30 | $2.2M | 33k | 66.52 |
| 2024-06-30 | $2.1M | 33k | 62.87 |
| 2024-03-31 | $2.1M | 34k | 61.05 |
| 2023-12-31 | $1.9M | 34k | 55.67 |
| 2023-09-30 | $2.9M | 58k | 49.85 |
| 2023-03-31 | $2.8M | 58k | 47.85 |
| 2022-12-31 | $2.6M | 57k | 44.81 |