Schwab U S Broad Market ETF shares owned by Wealth Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 111k | 26.23 |
| 2025-09-30 | $3.1M | 121k | 25.71 |
| 2025-06-30 | $3.3M | 138k | 23.83 |
| 2025-03-31 | $3.2M | 148k | 21.53 |
| 2024-12-31 | $3.4M | 148k | 22.70 |
| 2024-09-30 | $3.4M | 51k | 66.52 |
| 2024-06-30 | $3.2M | 52k | 62.87 |
| 2024-03-31 | $3.1M | 52k | 60.61 |
| 2023-12-31 | $3.0M | 52k | 57.45 |