Schwab U S Broad Market ETF shares owned by WT Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT 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 WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $23M | 418k | 55.67 |
| 2023-09-30 | $21M | 418k | 49.85 |
| 2023-06-30 | $18M | 343k | 51.70 |
| 2023-03-31 | $12M | 254k | 47.85 |
| 2022-12-31 | $12M | 263k | 44.81 |
| 2022-09-30 | $15M | 349k | 41.99 |
| 2022-06-30 | $19M | 427k | 44.19 |
| 2022-03-31 | $27M | 507k | 53.39 |
| 2021-12-31 | $27M | 240k | 113.03 |
| 2021-09-30 | $25M | 243k | 103.86 |
| 2021-06-30 | $24M | 229k | 104.27 |
| 2021-03-31 | $22M | 225k | 96.71 |
| 2020-12-31 | $20M | 220k | 90.99 |
| 2020-09-30 | $18M | 224k | 79.64 |
| 2020-06-30 | $23M | 306k | 73.47 |
| 2020-03-31 | $20M | 325k | 60.43 |
| 2019-12-31 | $26M | 335k | 76.88 |
| 2019-09-30 | $21M | 298k | 71.02 |