Schwab U S Broad Market ETF shares owned by Westmount Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $846k | 33k | 25.80 |
| 2025-06-30 | $794k | 33k | 23.83 |
| 2025-03-31 | $734k | 34k | 21.53 |
| 2024-12-31 | $771k | 34k | 22.70 |
| 2024-09-30 | $752k | 11k | 66.52 |
| 2024-06-30 | $709k | 11k | 62.96 |
| 2024-03-31 | $680k | 11k | 61.05 |
| 2023-12-31 | $591k | 11k | 55.67 |
| 2023-09-30 | $508k | 10k | 49.85 |
| 2023-06-30 | $521k | 10k | 51.70 |
| 2023-03-31 | $469k | 9.8k | 47.85 |
| 2022-12-31 | $438k | 9.8k | 44.81 |