Schwab U S Broad Market ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.2k | 64 | 49.84 |
| 2023-06-30 | $3.3k | 64 | 51.70 |
| 2023-03-31 | $3.1k | 64 | 47.84 |
| 2022-12-31 | $2.9k | 64 | 44.81 |
| 2022-09-30 | $3.0k | 64 | 46.88 |
| 2022-06-30 | $3.0k | 64 | 46.88 |
| 2022-03-31 | $40k | 758 | 52.77 |
| 2021-12-31 | $51k | 452 | 112.83 |
| 2021-09-30 | $47k | 452 | 103.98 |
| 2021-06-30 | $47k | 452 | 103.98 |
| 2021-03-31 | $44k | 452 | 97.35 |
| 2020-12-31 | $42k | 466 | 90.13 |