Schwab U S Broad Market ETF shares owned by Western Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 28k | 61.05 |
| 2023-12-31 | $2.2M | 40k | 55.67 |
| 2023-09-30 | $1.9M | 39k | 49.85 |
| 2023-06-30 | $1.7M | 33k | 51.70 |
| 2023-03-31 | $1.6M | 33k | 47.85 |
| 2022-12-31 | $1.5M | 33k | 44.81 |
| 2022-09-30 | $2.5M | 58k | 42.46 |
| 2022-06-30 | $2.6M | 58k | 44.35 |
| 2022-03-31 | $3.2M | 60k | 53.37 |
| 2021-12-31 | $1.6M | 14k | 113.10 |
| 2021-06-30 | $1.7M | 16k | 104.26 |
| 2021-03-31 | $1.5M | 15k | 96.71 |
| 2020-12-31 | $1.4M | 15k | 90.96 |
| 2020-09-30 | $1.2M | 15k | 79.62 |
| 2020-06-30 | $1.2M | 16k | 73.61 |
| 2020-03-31 | $982k | 16k | 60.31 |
| 2019-12-31 | $1.2M | 15k | 76.87 |
| 2019-09-30 | $1.0M | 14k | 71.10 |
| 2019-06-30 | $1.1M | 15k | 70.54 |
| 2019-03-31 | $1.0M | 15k | 67.92 |
| 2018-12-31 | $913k | 15k | 59.86 |