Schwab U S Broad Market ETF shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 497k | 25.82 |
| 2025-06-30 | $12M | 509k | 24.10 |
| 2025-03-31 | $10M | 493k | 20.48 |
| 2024-12-31 | $249k | 11k | 22.50 |
| 2024-09-30 | $246k | 3.7k | 65.82 |
| 2024-06-30 | $242k | 3.7k | 64.75 |
| 2024-03-31 | $226k | 3.7k | 60.56 |
| 2023-12-31 | $207k | 3.7k | 55.49 |
| 2023-03-31 | $326k | 6.8k | 47.77 |
| 2022-12-31 | $310k | 6.8k | 45.45 |
| 2022-09-30 | $247k | 5.9k | 42.01 |
| 2022-06-30 | $260k | 5.9k | 44.22 |
| 2022-03-31 | $317k | 5.9k | 53.91 |
| 2021-12-31 | $310k | 2.8k | 110.16 |