Schwab U S Broad Market ETF shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 1.1M | 25.71 |
| 2025-06-30 | $27M | 1.1M | 23.83 |
| 2025-03-31 | $24M | 1.1M | 21.53 |
| 2024-12-31 | $27M | 1.2M | 22.70 |
| 2024-09-30 | $25M | 376k | 66.52 |
| 2024-06-30 | $22M | 355k | 62.88 |
| 2024-03-31 | $24M | 393k | 61.05 |
| 2023-12-31 | $22M | 395k | 55.67 |
| 2023-09-30 | $5.5M | 110k | 49.85 |
| 2023-06-30 | $18M | 348k | 51.70 |
| 2023-03-31 | $16M | 335k | 47.83 |
| 2022-12-31 | $19M | 418k | 45.39 |
| 2022-09-30 | $5.0M | 120k | 41.99 |
| 2022-06-30 | $16M | 365k | 44.19 |
| 2022-03-31 | $14M | 271k | 52.36 |
| 2021-12-31 | $18M | 156k | 113.01 |
| 2021-09-30 | $960k | 9.2k | 103.85 |
| 2021-06-30 | $933k | 8.9k | 104.26 |
| 2021-03-31 | $863k | 8.9k | 96.68 |
| 2020-12-31 | $881k | 9.7k | 90.99 |
| 2020-09-30 | $228k | 2.9k | 79.64 |
| 2020-03-31 | $213k | 3.5k | 60.34 |
| 2019-12-31 | $263k | 3.4k | 76.86 |
| 2019-09-30 | $253k | 3.6k | 70.81 |
| 2019-06-30 | $200k | 2.8k | 70.62 |
| 2018-09-30 | $250k | 3.6k | 70.30 |
| 2018-06-30 | $253k | 3.8k | 65.97 |
| 2018-03-31 | $260k | 4.1k | 63.74 |
| 2017-12-31 | $270k | 4.2k | 64.53 |
| 2017-09-30 | $254k | 4.2k | 60.90 |
| 2017-06-30 | $468k | 6.6k | 71.05 |
| 2017-03-31 | $237k | 4.1k | 57.14 |