Schwab U S Broad Market ETF shares owned by Mutual Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual 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 Mutual Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 227k | 22.37 |
| 2024-06-30 | $4.8M | 75k | 63.35 |
| 2024-03-31 | $4.4M | 73k | 61.05 |
| 2023-12-31 | $3.8M | 69k | 55.67 |
| 2023-09-30 | $3.2M | 65k | 49.85 |
| 2023-06-30 | $3.3M | 64k | 51.70 |
| 2023-03-31 | $2.8M | 58k | 47.85 |
| 2022-12-31 | $2.6M | 58k | 44.81 |
| 2022-09-30 | $2.8M | 66k | 42.00 |
| 2022-06-30 | $3.3M | 74k | 44.20 |
| 2022-03-31 | $3.6M | 67k | 53.38 |
| 2021-12-31 | $3.8M | 33k | 113.01 |
| 2021-09-30 | $3.3M | 32k | 103.85 |
| 2021-06-30 | $3.4M | 32k | 104.28 |
| 2021-03-31 | $5.4M | 56k | 96.70 |
| 2020-12-31 | $5.1M | 56k | 90.99 |
| 2020-09-30 | $4.4M | 55k | 79.65 |
| 2020-06-30 | $3.9M | 54k | 73.47 |
| 2020-03-31 | $2.4M | 41k | 60.43 |
| 2019-12-31 | $2.0M | 27k | 76.89 |
| 2019-09-30 | $1.6M | 22k | 71.00 |
| 2019-06-30 | $1.4M | 20k | 70.53 |
| 2019-03-31 | $1.1M | 17k | 68.06 |
| 2018-12-31 | $950k | 16k | 59.93 |
| 2018-09-30 | $1.1M | 15k | 70.38 |
| 2018-06-30 | $1.0M | 15k | 65.98 |
| 2018-03-31 | $931k | 15k | 63.78 |
| 2017-12-31 | $886k | 14k | 64.53 |