Schwab U S Broad Market ETF shares owned by West Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by West Financial Advisors
from 13F filings
Historical chart of West 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 West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $541k | 8.9k | 61.05 |
| 2023-12-31 | $493k | 8.9k | 55.67 |
| 2023-09-30 | $450k | 9.0k | 49.85 |
| 2023-06-30 | $470k | 9.1k | 51.70 |
| 2023-03-31 | $440k | 9.2k | 47.85 |
| 2022-12-31 | $406k | 9.1k | 44.81 |
| 2022-09-30 | $455k | 11k | 41.97 |
| 2022-06-30 | $544k | 12k | 44.18 |
| 2022-03-31 | $842k | 16k | 53.38 |
| 2021-12-31 | $742k | 6.6k | 113.02 |
| 2021-09-30 | $613k | 5.9k | 103.88 |
| 2021-06-30 | $597k | 5.7k | 104.26 |
| 2021-03-31 | $547k | 5.7k | 96.78 |
| 2020-12-31 | $510k | 5.6k | 91.01 |