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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Mason & Associates consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $2.5M 38k 66.52
2024-06-30 $2.4M 38k 62.87

More positions owned by Mason & Associates

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Top 200 Etf (IWL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)

View all positions for Mason & Associates

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
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Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF