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
Download as csv Download as ExcelQuarterly 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 |