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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

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Quarterly 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