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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by MBA Advisors 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 MBA Advisors

Quarter filed Position value Share count Share price at filing
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