Schwab U S Broad Market ETF shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $36M | 565k | 62.87 |
| 2024-03-31 | $32M | 522k | 61.05 |
| 2023-12-31 | $29M | 529k | 55.67 |
| 2023-09-30 | $25M | 508k | 49.85 |
| 2023-06-30 | $8.6M | 166k | 51.70 |
| 2023-03-31 | $10M | 214k | 47.85 |
| 2022-12-31 | $8.1M | 172k | 47.16 |
| 2022-09-30 | $7.4M | 174k | 42.68 |
| 2022-06-30 | $8.1M | 177k | 45.57 |
| 2022-03-31 | $9.4M | 174k | 53.92 |
| 2021-12-31 | $11M | 99k | 105.60 |
| 2021-09-30 | $12M | 111k | 110.28 |
| 2021-06-30 | $11M | 109k | 104.97 |
| 2021-03-31 | $13M | 132k | 99.07 |
| 2020-12-31 | $12M | 133k | 92.16 |
| 2020-09-30 | $12M | 136k | 84.22 |
| 2020-06-30 | $155M | 3.0M | 52.45 |
| 2020-03-31 | $14M | 203k | 67.35 |
| 2019-12-31 | $25M | 326k | 76.88 |
| 2019-09-30 | $22M | 307k | 70.85 |
| 2019-06-30 | $19M | 264k | 72.42 |
| 2019-03-31 | $10M | 142k | 70.45 |
| 2018-12-31 | $10M | 160k | 64.16 |
| 2018-09-30 | $704k | 11k | 63.75 |
| 2018-06-30 | $226k | 3.3k | 67.89 |
| 2018-03-31 | $214k | 3.3k | 64.30 |
| 2017-12-31 | $216k | 3.2k | 67.00 |
| 2015-09-30 | $1.4M | 30k | 48.68 |
More positions owned by Wealth Enhancement Advisory Services
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