Dakota Wealth Management
Position in SCHB — Schwab U.S. Broad Market ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in SCHB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHB | $3,781,013 | 150,638 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 SCHB | $3,960,730 | 151,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 SCHB | $479,054 | 18,633 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SCHB | $484,058 | 20,313 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SCHB | $465,370 | 21,615 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 SCHB | $500,535 | 22,050 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 SCHB | — | 7,886 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 SCHB | — | 11,230 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 SCHB | — | 14,773 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 SCHB | — | 5,881 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 SCHB | — | 5,776 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||