Schwab U S Broad Market ETF shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management 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 Western Pacific Wealth Management 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 Western Pacific Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $35k | 520 | 66.52 |
2024-06-30 | $33k | 517 | 62.84 |
2024-03-31 | $32k | 517 | 61.02 |
2023-12-31 | $29k | 515 | 55.69 |
2023-09-30 | $26k | 513 | 49.85 |
2023-06-30 | $27k | 513 | 51.70 |
2023-03-31 | $25k | 513 | 47.85 |
2022-12-31 | $23k | 513 | 44.81 |
More positions owned by Western Pacific Wealth Management
View all positions for Western Pacific Wealth Management