Schwab U S Broad Market ETF shares owned by McCarthy Asset Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by McCarthy Asset Management
from 13F filings
Historical chart of McCarthy Asset Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by McCarthy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 42k | 66.52 |
| 2024-03-31 | $2.8M | 46k | 61.05 |
| 2023-12-31 | $2.6M | 46k | 55.67 |
| 2023-09-30 | $2.3M | 46k | 49.85 |
| 2023-06-30 | $2.4M | 47k | 51.70 |
| 2023-03-31 | $3.0M | 63k | 47.85 |
| 2022-12-31 | $2.9M | 64k | 44.81 |
| 2022-09-30 | $2.7M | 64k | 42.00 |
| 2022-06-30 | $3.1M | 71k | 44.19 |
| 2022-03-31 | $3.8M | 71k | 53.38 |
| 2021-12-31 | $3.8M | 34k | 112.98 |
| 2021-09-30 | $3.3M | 32k | 103.85 |
| 2021-06-30 | $3.2M | 31k | 104.28 |
| 2021-03-31 | $3.8M | 40k | 96.72 |
| 2020-12-31 | $3.7M | 40k | 90.99 |