Schwab U S Broad Market ETF shares owned by Clark Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Clark Asset Management
from 13F filings
Historical chart of Clark Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Clark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.3M | 239k | 26.23 |
| 2025-09-30 | $1.4M | 53k | 25.71 |
| 2025-06-30 | $1.3M | 53k | 23.83 |
| 2025-03-31 | $1.2M | 57k | 21.53 |
| 2024-09-30 | $1.4M | 21k | 66.52 |
| 2024-06-30 | $730k | 12k | 62.87 |