Schwab U S Broad Market ETF shares owned by S.A. Mason
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by S.A. Mason
from 13F filings
Historical chart of S.A. Mason 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 S.A. Mason 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 S.A. Mason
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 67k | 25.71 |
| 2025-06-30 | $1.6M | 67k | 23.83 |
| 2025-03-31 | $1.4M | 67k | 21.53 |
| 2024-12-31 | $1.6M | 70k | 22.70 |
| 2024-09-30 | $1.5M | 23k | 66.52 |
| 2024-06-30 | $1.5M | 23k | 62.87 |
| 2024-03-31 | $1.4M | 23k | 61.05 |
| 2023-12-31 | $1.3M | 23k | 55.67 |
| 2023-09-30 | $1.2M | 23k | 49.85 |
| 2023-06-30 | $1.2M | 25k | 47.85 |
| 2023-03-31 | $1.2M | 25k | 47.85 |
| 2022-12-31 | $1.1M | 25k | 44.81 |
| 2022-09-30 | $1.0M | 25k | 41.99 |
| 2022-06-30 | $1.1M | 25k | 44.19 |
| 2022-03-31 | $1.4M | 26k | 53.38 |
| 2021-12-31 | $1.5M | 13k | 112.99 |
| 2021-09-30 | $1.4M | 13k | 103.84 |
| 2021-06-30 | $1.4M | 13k | 104.25 |
| 2021-03-31 | $1.3M | 13k | 96.70 |
| 2020-12-31 | $1.3M | 14k | 91.01 |
| 2020-09-30 | $1.1M | 14k | 79.63 |
| 2020-06-30 | $1.0M | 14k | 73.49 |
| 2020-03-31 | $838k | 14k | 60.44 |
| 2019-12-31 | $1.2M | 16k | 76.91 |