Schwab U S Broad Market ETF shares owned by WFA of San Diego
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.1M | 32k | 66.52 |
2023-09-30 | $2.0M | 40k | 49.85 |
2023-06-30 | $2.4M | 46k | 51.70 |
2023-03-31 | $2.3M | 48k | 47.85 |
2022-12-31 | $2.9M | 66k | 44.81 |
2022-09-30 | $2.8M | 67k | 42.00 |
2022-06-30 | $3.1M | 71k | 44.18 |
2022-03-31 | $4.4M | 82k | 53.39 |
2021-12-31 | $4.7M | 42k | 113.01 |
2021-09-30 | $4.4M | 43k | 103.86 |
2021-06-30 | $4.7M | 46k | 104.27 |
2021-03-31 | $4.5M | 46k | 96.72 |
2020-12-31 | $89 | 53k | 0.00 |
2020-09-30 | $4.2M | 53k | 79.64 |
2020-06-30 | $4.0M | 54k | 73.47 |