Schwab U S Broad Market ETF shares owned by WBI Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by WBI Investments
from 13F filings
Historical chart of WBI Investments 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 WBI Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 194k | 25.71 |
| 2025-06-30 | $4.8M | 203k | 23.83 |
| 2022-03-31 | $10M | 187k | 53.39 |
| 2021-09-30 | $8.0M | 77k | 103.85 |
| 2020-09-30 | $7.9M | 99k | 79.64 |
| 2020-06-30 | $9.9M | 135k | 73.47 |