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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

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Quarterly 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