Schwab U S Broad Market ETF shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated 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 OptiFour Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $14M | 180k | 76.88 |
| 2019-09-30 | $14M | 191k | 71.02 |
| 2019-06-30 | $14M | 192k | 70.53 |
| 2019-03-31 | $14M | 198k | 68.05 |
| 2018-12-31 | $12M | 203k | 59.93 |
| 2018-09-30 | $15M | 206k | 70.39 |
| 2018-06-30 | $14M | 213k | 65.99 |
| 2018-03-31 | $14M | 220k | 63.79 |
| 2017-12-31 | $14M | 223k | 64.52 |
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