Schwab U S Broad Market ETF shares owned by Wernau Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wernau Asset Management
from 13F filings
Historical chart of Wernau Asset Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Wernau Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wernau Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $725k | 28k | 25.71 |
| 2025-06-30 | $672k | 28k | 23.83 |
| 2025-03-31 | $607k | 28k | 21.53 |
| 2024-12-31 | $640k | 28k | 22.70 |