Schwab U S Broad Market ETF shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $3.4M | 66k | 51.70 |
| 2023-03-31 | $3.2M | 67k | 47.85 |
| 2022-12-31 | $3.0M | 68k | 44.81 |
| 2022-09-30 | $2.8M | 68k | 41.98 |
| 2022-06-30 | $3.0M | 68k | 44.19 |
| 2022-03-31 | $3.9M | 73k | 53.39 |
| 2021-12-31 | $4.1M | 37k | 113.01 |
| 2021-09-30 | $3.8M | 37k | 103.86 |
| 2021-06-30 | $3.9M | 37k | 104.28 |
| 2021-03-31 | $3.7M | 38k | 96.71 |
| 2020-12-31 | $3.8M | 42k | 90.98 |
| 2020-09-30 | $3.3M | 42k | 79.63 |
| 2020-06-30 | $3.1M | 42k | 73.47 |
| 2020-03-31 | $5.2M | 86k | 60.43 |
| 2019-12-31 | $1.9M | 25k | 76.90 |
| 2019-09-30 | $1.8M | 25k | 71.01 |
| 2019-06-30 | $1.8M | 25k | 70.54 |
| 2019-03-31 | $1.9M | 27k | 68.06 |
| 2018-12-31 | $1.6M | 27k | 59.92 |
| 2018-09-30 | $1.7M | 24k | 70.40 |
| 2018-06-30 | $1.1M | 16k | 65.98 |
| 2018-03-31 | $628k | 9.8k | 63.76 |
| 2017-12-31 | $507k | 7.9k | 64.45 |
| 2017-09-30 | $326k | 5.3k | 60.96 |
| 2017-06-30 | $313k | 5.3k | 58.53 |
| 2017-03-31 | $306k | 5.4k | 57.04 |
| 2016-12-31 | $256k | 4.7k | 54.17 |