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Schwab U S Broad Market ETF shares owned by West Coast Financial

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by West Coast Financial from 13F filings

Historical chart of West Coast Financial investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 20k 61.05
2023-12-31 $788k 14k 55.67
2023-09-30 $705k 14k 49.85
2023-06-30 $732k 14k 51.70