Schwab U S Broad Market ETF shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $421k | 6.9k | 61.05 |
| 2023-12-31 | $384k | 6.9k | 55.67 |
| 2023-09-30 | $330k | 6.6k | 49.85 |
| 2023-06-30 | $342k | 6.6k | 51.70 |
| 2023-03-31 | $317k | 6.6k | 47.85 |
| 2022-12-31 | $296k | 6.6k | 44.81 |
| 2022-09-30 | $278k | 6.6k | 42.03 |
| 2022-06-30 | $312k | 7.1k | 44.24 |
| 2022-03-31 | $265k | 5.0k | 53.32 |
| 2021-12-31 | $281k | 2.5k | 113.08 |
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