Schwab U S Broad Market ETF shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 206k | 61.05 |
| 2023-12-31 | $1.1M | 20k | 55.67 |
| 2023-09-30 | $478k | 9.6k | 49.85 |
| 2023-06-30 | $505k | 9.8k | 51.70 |
| 2023-03-31 | $456k | 9.5k | 47.85 |
| 2022-12-31 | $453k | 10k | 44.81 |
| 2022-09-30 | $351k | 8.4k | 41.94 |
| 2022-06-30 | $370k | 8.4k | 44.21 |
| 2022-03-31 | $456k | 8.5k | 53.39 |
| 2021-12-31 | $465k | 4.1k | 113.03 |
| 2021-09-30 | $418k | 4.0k | 103.93 |
| 2021-06-30 | $419k | 4.0k | 104.18 |
| 2021-03-31 | $389k | 4.0k | 96.72 |
| 2020-12-31 | $366k | 4.0k | 91.00 |
| 2019-12-31 | $342k | 4.5k | 76.80 |
| 2017-12-31 | $201k | 3.1k | 64.51 |
| 2017-09-30 | $566k | 9.3k | 60.89 |