Schwab U S Broad Market ETF shares owned by Wealthquest
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 11k | 25.71 |
| 2025-06-30 | $252k | 11k | 23.83 |
| 2025-03-31 | $227k | 11k | 21.53 |