Schwab U S Broad Market ETF shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 179k | 25.71 |
| 2025-06-30 | $4.3M | 180k | 23.83 |
| 2025-03-31 | $3.9M | 181k | 21.53 |
| 2024-12-31 | $4.3M | 188k | 22.70 |
| 2024-09-30 | $4.4M | 66k | 66.52 |
| 2024-06-30 | $4.4M | 71k | 62.87 |
| 2024-03-31 | $4.2M | 68k | 61.05 |
| 2023-12-31 | $3.3M | 59k | 55.67 |
| 2023-09-30 | $3.0M | 61k | 49.85 |
| 2023-06-30 | $3.6M | 70k | 51.70 |
| 2023-03-31 | $3.3M | 70k | 47.85 |
| 2022-12-31 | $3.1M | 70k | 44.81 |
| 2022-09-30 | $2.9M | 68k | 41.99 |
| 2022-06-30 | $2.9M | 67k | 44.19 |
| 2022-03-31 | $248k | 4.6k | 53.48 |
| 2021-12-31 | $274k | 2.4k | 112.90 |
| 2021-09-30 | $226k | 2.2k | 104.00 |
| 2021-06-30 | $227k | 2.2k | 104.46 |
| 2021-03-31 | $211k | 2.2k | 96.79 |
| 2020-12-31 | $271k | 3.0k | 90.85 |
| 2020-09-30 | $238k | 3.0k | 79.79 |
| 2020-06-30 | $220k | 3.0k | 73.58 |
| 2020-03-31 | $180k | 3.0k | 60.36 |
| 2019-12-31 | $253k | 3.3k | 77.02 |
| 2019-09-30 | $233k | 3.3k | 70.95 |
| 2019-06-30 | $232k | 3.3k | 70.67 |
| 2019-03-31 | $240k | 3.5k | 67.91 |
| 2018-12-31 | $163k | 2.7k | 60.10 |
| 2018-09-30 | $47k | 668 | 70.36 |
| 2018-06-30 | $44k | 668 | 65.87 |
| 2018-03-31 | $98k | 1.5k | 63.89 |
| 2017-12-31 | $56k | 862 | 64.97 |
| 2017-09-30 | $52k | 858 | 60.61 |
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