Schwab U S Broad Market ETF shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon 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 Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $48k | 800 | 60.00 |
| 2019-12-31 | $62k | 800 | 77.50 |
| 2019-09-30 | $57k | 800 | 71.25 |
| 2019-06-30 | $56k | 800 | 70.00 |
| 2019-03-31 | $54k | 800 | 67.50 |
| 2018-12-31 | $48k | 800 | 60.00 |
| 2018-09-30 | $56k | 800 | 70.00 |
| 2018-06-30 | $53k | 800 | 66.25 |
| 2018-03-31 | $51k | 800 | 63.75 |
| 2017-12-31 | $52k | 800 | 65.00 |
| 2017-09-30 | $49k | 800 | 61.25 |
More positions owned by Willingdon Wealth Management
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