Schwab U S Broad Market ETF shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $266k | 12k | 22.70 |
| 2024-09-30 | $260k | 3.9k | 66.52 |
| 2024-06-30 | $245k | 3.9k | 62.87 |
| 2024-03-31 | $238k | 3.9k | 61.05 |
| 2023-09-30 | $266k | 5.3k | 49.85 |
| 2023-06-30 | $275k | 5.3k | 51.70 |
| 2023-03-31 | $254k | 5.3k | 47.85 |
| 2022-12-31 | $238k | 5.3k | 44.81 |
| 2022-09-30 | $222k | 5.3k | 41.95 |
More positions owned by Wescott Financial Advisory Group
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