Schwab U S Broad Market ETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $417k | 7.5k | 55.67 |
| 2023-09-30 | $374k | 7.5k | 49.85 |
| 2023-06-30 | $397k | 7.7k | 51.70 |
| 2023-03-31 | $361k | 7.5k | 47.85 |
| 2022-12-31 | $338k | 7.5k | 44.81 |
| 2022-09-30 | $352k | 8.4k | 41.97 |
| 2022-06-30 | $399k | 9.0k | 44.23 |
| 2019-12-31 | $242k | 3.1k | 76.85 |
| 2019-09-30 | $224k | 3.2k | 71.00 |
| 2019-06-30 | $286k | 4.1k | 70.41 |
| 2018-12-31 | $213k | 3.6k | 59.98 |