Schwab U S Broad Market ETF shares owned by Gray Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Gray Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.6M | 27k | 61.05 |
2023-12-31 | $1.5M | 27k | 55.67 |
2023-09-30 | $1.4M | 28k | 49.85 |
2023-06-30 | $1.2M | 24k | 51.70 |
2023-03-31 | $1.2M | 25k | 47.85 |
2022-12-31 | $1.1M | 25k | 44.81 |
2022-09-30 | $1.0M | 25k | 41.99 |
2022-06-30 | $1.2M | 28k | 44.20 |
2022-03-31 | $1.5M | 28k | 53.39 |
2021-12-31 | $1.6M | 14k | 113.05 |
2021-09-30 | $1.4M | 14k | 103.86 |
2021-06-30 | $1.4M | 13k | 104.24 |
2021-03-31 | $1.2M | 12k | 96.75 |
2020-12-31 | $1.1M | 12k | 90.95 |
2020-09-30 | $1.0M | 13k | 79.81 |
2020-06-30 | $956k | 13k | 73.75 |
2020-03-31 | $758k | 13k | 60.30 |