Schwab U S Broad Market ETF shares owned by MCF Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by MCF Advisors
from 13F filings
Historical chart of MCF 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 MCF Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by MCF Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $778k | 30k | 25.71 |
| 2025-06-30 | $759k | 32k | 23.83 |
| 2025-03-31 | $686k | 32k | 21.53 |
| 2024-12-31 | $783k | 35k | 22.70 |
| 2024-09-30 | $764k | 12k | 66.52 |
| 2024-06-30 | $725k | 12k | 63.06 |
| 2024-03-31 | $702k | 12k | 61.05 |
| 2023-12-31 | $660k | 12k | 55.67 |
| 2023-09-30 | $833k | 17k | 49.85 |
| 2023-06-30 | $1.1M | 22k | 51.70 |
| 2023-03-31 | $1.1M | 23k | 47.85 |
| 2022-12-31 | $1.1M | 24k | 44.81 |
| 2022-09-30 | $1.0M | 24k | 42.01 |
| 2022-06-30 | $1.1M | 26k | 44.20 |
| 2022-03-31 | $1.4M | 26k | 53.40 |
| 2021-09-30 | $747k | 7.2k | 103.81 |
| 2021-06-30 | $750k | 7.2k | 104.22 |
| 2021-03-31 | $696k | 7.2k | 96.72 |
| 2020-12-31 | $668k | 7.3k | 91.00 |
| 2020-09-30 | $585k | 7.3k | 79.69 |
| 2020-06-30 | $733k | 10k | 73.45 |
| 2020-03-31 | $667k | 11k | 60.46 |
| 2019-12-31 | $846k | 11k | 76.86 |
| 2019-09-30 | $792k | 11k | 70.99 |
| 2019-06-30 | $846k | 12k | 70.55 |
| 2019-03-31 | $816k | 12k | 68.05 |
| 2018-12-31 | $731k | 12k | 59.95 |
| 2018-09-30 | $270k | 3.8k | 70.26 |
| 2018-06-30 | $318k | 4.8k | 66.08 |
| 2018-03-31 | $259k | 4.1k | 63.78 |
| 2017-12-31 | $321k | 5.0k | 64.46 |
| 2017-09-30 | $741k | 12k | 60.90 |
| 2017-06-30 | $2.3M | 40k | 58.46 |
| 2017-03-31 | $1.9M | 34k | 57.05 |
| 2016-12-31 | $1.2M | 22k | 54.17 |
| 2016-09-30 | $602k | 12k | 52.34 |
| 2016-06-30 | $495k | 9.8k | 50.35 |
| 2016-03-31 | $454k | 9.2k | 49.24 |
| 2015-12-31 | $363k | 7.4k | 49.03 |
| 2015-09-30 | $354k | 7.6k | 46.43 |
| 2015-06-30 | $263k | 5.2k | 50.28 |
| 2015-03-31 | $176k | 3.5k | 50.53 |
| 2014-12-31 | $155k | 3.1k | 49.97 |
| 2014-09-30 | $87k | 1.9k | 45.65 |
| 2014-06-30 | $63k | 1.4k | 46.05 |
| 2014-03-31 | $52k | 1.1k | 45.45 |
| 2013-12-31 | $9.0k | 192 | 46.88 |
| 2013-09-30 | $0 | 1 | 0.00 |