Schwab U S Broad Market ETF shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners 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 Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 25k | 66.52 |
| 2024-06-30 | $1.5M | 25k | 62.87 |
| 2024-03-31 | $1.5M | 25k | 61.05 |
| 2023-12-31 | $1.4M | 25k | 55.67 |
| 2023-09-30 | $1.2M | 25k | 49.85 |
| 2023-06-30 | $1.3M | 25k | 51.70 |
| 2023-03-31 | $1.3M | 26k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
| 2022-09-30 | $1.1M | 26k | 41.98 |
| 2022-06-30 | $1.1M | 25k | 44.18 |
| 2022-03-31 | $1.3M | 25k | 53.38 |
| 2021-12-31 | $1.2M | 11k | 112.97 |
| 2021-09-30 | $1.1M | 11k | 103.88 |
| 2021-06-30 | $1.1M | 11k | 104.32 |
| 2021-03-31 | $1.0M | 11k | 96.73 |
| 2020-12-31 | $970k | 11k | 90.99 |