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
Download as csvQuarterly 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 | $2.5M | 103k | 23.83 |
| 2025-06-30 | $2.5M | 103k | 23.83 |
| 2025-03-31 | $2.3M | 105k | 21.53 |
| 2024-12-31 | $2.5M | 111k | 22.70 |
| 2024-09-30 | $2.5M | 38k | 66.52 |
| 2024-06-30 | $2.4M | 38k | 62.87 |