Schwab U S Broad Market ETF shares owned by Oakmont Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.0M | 151k | 26.23 |
| 2025-09-30 | $479k | 19k | 25.71 |
| 2025-06-30 | $484k | 20k | 23.83 |
| 2025-03-31 | $465k | 22k | 21.53 |
| 2024-12-31 | $501k | 22k | 22.70 |
| 2024-09-30 | $525k | 7.9k | 66.52 |
| 2024-06-30 | $707k | 11k | 62.91 |
| 2024-03-31 | $902k | 15k | 61.05 |
| 2023-12-31 | $327k | 5.9k | 55.67 |
| 2023-09-30 | $288k | 5.8k | 49.85 |