Schwab U S Broad Market ETF shares owned by MBA Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by MBA Advisors
from 13F filings
Historical chart of MBA Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by MBA Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 183k | 25.71 |
| 2025-06-30 | $4.5M | 187k | 23.83 |
| 2025-03-31 | $3.9M | 180k | 21.53 |
| 2024-12-31 | $3.9M | 172k | 22.70 |
| 2024-09-30 | $3.7M | 56k | 66.52 |
| 2024-06-30 | $3.5M | 55k | 62.87 |
| 2024-03-31 | $3.2M | 53k | 61.05 |
| 2023-12-31 | $2.7M | 49k | 55.67 |
| 2023-09-30 | $2.1M | 43k | 49.85 |
| 2023-06-30 | $2.1M | 40k | 51.70 |
| 2023-03-31 | $2.0M | 42k | 47.85 |
| 2022-12-31 | $1.6M | 35k | 44.81 |
| 2022-09-30 | $1.5M | 35k | 41.98 |
| 2022-06-30 | $1.7M | 39k | 44.19 |
| 2022-03-31 | $2.0M | 37k | 53.40 |
| 2021-12-31 | $1.9M | 17k | 112.99 |
| 2021-09-30 | $1.6M | 15k | 103.85 |
| 2021-06-30 | $1.6M | 15k | 104.25 |
| 2021-03-31 | $1.7M | 18k | 96.70 |