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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Schwab U S Broad Market ETF by Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |