Schwab U S Broad Market ETF shares owned by Osterweis Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Osterweis Capital Management
from 13F filings
Historical chart of Osterweis Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Osterweis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 94k | 25.71 |
| 2025-06-30 | $2.4M | 99k | 23.83 |
| 2025-03-31 | $28M | 128k | 215.30 |
| 2024-12-31 | $3.2M | 141k | 22.70 |
| 2024-09-30 | $3.2M | 48k | 66.52 |
| 2024-06-30 | $3.0M | 48k | 62.87 |
| 2024-03-31 | $195k | 3.2k | 61.05 |
| 2023-12-31 | $178k | 3.2k | 55.67 |
| 2023-09-30 | $159k | 3.2k | 49.85 |
| 2023-06-30 | $242k | 4.7k | 51.70 |
| 2023-03-31 | $224k | 4.7k | 47.85 |
| 2022-12-31 | $210k | 4.7k | 44.81 |
| 2022-09-30 | $196k | 4.7k | 41.90 |
| 2022-06-30 | $207k | 4.7k | 44.25 |
| 2022-03-31 | $250k | 4.7k | 53.44 |
| 2021-12-31 | $264k | 2.3k | 112.87 |
| 2021-09-30 | $243k | 2.3k | 103.89 |
| 2021-06-30 | $244k | 2.3k | 104.32 |
| 2021-03-31 | $226k | 2.3k | 96.62 |
| 2020-12-31 | $213k | 2.3k | 91.06 |
More positions owned by Osterweis Capital Management
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