Schwab U S Broad Market ETF shares owned by Wealth Architects
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 20k | 61.05 |
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.1M | 23k | 49.85 |
| 2023-06-30 | $1.1M | 22k | 51.70 |
| 2023-03-31 | $1.1M | 22k | 47.85 |
| 2022-12-31 | $1.0M | 23k | 44.81 |
| 2022-09-30 | $946k | 23k | 41.98 |
| 2022-06-30 | $988k | 22k | 44.21 |
| 2022-03-31 | $561k | 11k | 53.37 |
| 2021-12-31 | $433k | 3.8k | 112.91 |
| 2021-09-30 | $297k | 2.9k | 103.85 |
| 2021-06-30 | $299k | 2.9k | 104.44 |
| 2021-03-31 | $277k | 2.9k | 96.75 |
| 2020-12-31 | $260k | 2.9k | 90.81 |
| 2020-09-30 | $228k | 2.9k | 79.75 |
| 2020-06-30 | $210k | 2.9k | 73.50 |
| 2020-03-31 | $371k | 6.1k | 60.50 |
| 2019-12-31 | $265k | 3.4k | 76.97 |
| 2019-09-30 | $244k | 3.4k | 71.07 |
| 2019-06-30 | $241k | 3.4k | 70.49 |
| 2019-03-31 | $232k | 3.4k | 68.00 |
| 2018-12-31 | $204k | 3.4k | 59.98 |
| 2018-09-30 | $239k | 3.4k | 70.54 |
| 2018-06-30 | $233k | 3.5k | 66.04 |
| 2018-03-31 | $216k | 3.4k | 63.91 |
| 2017-12-31 | $218k | 3.4k | 64.52 |
| 2017-09-30 | $236k | 3.9k | 60.82 |
| 2017-06-30 | $226k | 3.9k | 58.29 |
| 2017-03-31 | $248k | 4.4k | 57.00 |
| 2016-12-31 | $234k | 4.3k | 54.19 |
| 2016-09-30 | $225k | 4.3k | 52.16 |
| 2016-06-30 | $216k | 4.3k | 50.09 |
| 2016-03-31 | $212k | 4.3k | 49.18 |
| 2015-12-31 | $212k | 4.3k | 49.02 |
| 2015-09-30 | $201k | 4.3k | 46.33 |
| 2015-06-30 | $212k | 4.2k | 50.13 |
| 2015-03-31 | $212k | 4.2k | 50.38 |
| 2014-12-31 | $223k | 4.5k | 49.87 |