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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

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Quarterly reported holdings in Schwab U S Broad Market ETF by S.A. Mason

Quarter filed Position value Share count Share price at filing
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