Schwab U S Broad Market ETF shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 111k | 25.71 |
| 2025-06-30 | $2.6M | 109k | 23.83 |
| 2024-12-31 | $837k | 37k | 22.70 |
| 2024-09-30 | $817k | 12k | 66.52 |
| 2024-06-30 | $772k | 12k | 62.87 |
| 2024-03-31 | $781k | 13k | 61.05 |
| 2023-12-31 | $711k | 13k | 55.61 |
| 2023-09-30 | $381k | 7.6k | 49.87 |
| 2023-06-30 | $394k | 7.6k | 51.67 |
| 2023-03-31 | $312k | 6.5k | 47.85 |
| 2022-12-31 | $292k | 6.5k | 44.81 |
| 2022-09-30 | $274k | 6.5k | 42.00 |
| 2022-06-30 | $234k | 5.3k | 44.10 |
| 2022-03-31 | $279k | 5.3k | 52.63 |
| 2021-12-31 | $262k | 2.4k | 111.11 |
| 2021-09-30 | $329k | 3.1k | 105.88 |
| 2021-06-30 | $331k | 3.1k | 105.88 |
| 2021-03-31 | $325k | 3.4k | 96.73 |
| 2020-12-31 | $314k | 3.5k | 88.76 |
| 2020-09-30 | $459k | 5.8k | 79.58 |
| 2020-06-30 | $425k | 5.8k | 73.53 |
| 2020-03-31 | $349k | 5.8k | 60.40 |
| 2019-12-31 | $321k | 4.2k | 76.81 |
| 2019-09-30 | $294k | 4.1k | 71.12 |
| 2019-06-30 | $288k | 4.1k | 70.43 |
| 2019-03-31 | $277k | 4.1k | 68.13 |
| 2018-12-31 | $231k | 3.9k | 60.00 |
| 2018-09-30 | $270k | 3.8k | 70.51 |
| 2018-06-30 | $252k | 3.8k | 65.95 |
| 2018-03-31 | $242k | 3.8k | 63.87 |
| 2015-06-30 | $101k | 2.0k | 50.12 |