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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
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