Schwab U S Broad Market ETF shares owned by Mason & Associates
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mason & Associates
from 13F filings
Historical chart of Mason & Associates investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Mason & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $877k | 34k | 25.71 |
| 2025-06-30 | $813k | 34k | 23.83 |
| 2025-03-31 | $734k | 34k | 21.53 |
| 2024-12-31 | $982k | 43k | 22.70 |
| 2024-09-30 | $959k | 14k | 66.52 |
| 2024-06-30 | $916k | 15k | 62.87 |
| 2024-03-31 | $890k | 15k | 61.05 |
| 2023-12-31 | $811k | 15k | 55.67 |
| 2023-09-30 | $726k | 15k | 49.85 |
| 2023-06-30 | $766k | 15k | 51.70 |
| 2023-03-31 | $696k | 15k | 47.85 |
| 2022-12-31 | $643k | 14k | 44.81 |
| 2022-09-30 | $602k | 14k | 41.96 |
| 2022-06-30 | $634k | 14k | 44.22 |
| 2022-03-31 | $765k | 14k | 53.40 |
| 2021-12-31 | $846k | 7.5k | 112.95 |