Schwab U S Broad Market ETF shares owned by Mather Group
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mather Group
from 13F filings
Historical chart of Mather Group investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Mather Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 43k | 55.67 |
| 2023-12-31 | $2.5M | 45k | 55.67 |
| 2023-09-30 | $2.0M | 40k | 49.85 |
| 2023-06-30 | $2.4M | 46k | 51.70 |
| 2023-03-31 | $2.2M | 46k | 47.85 |
| 2022-12-31 | $2.1M | 48k | 44.81 |
| 2022-09-30 | $2.0M | 47k | 42.00 |
| 2022-06-30 | $2.1M | 47k | 44.20 |
| 2022-03-31 | $2.7M | 50k | 53.39 |
| 2021-12-31 | $2.9M | 26k | 113.03 |
| 2021-09-30 | $2.4M | 23k | 103.88 |
| 2021-06-30 | $2.2M | 21k | 104.27 |
| 2021-03-31 | $2.1M | 22k | 96.70 |
| 2020-12-31 | $2.0M | 22k | 90.99 |
| 2020-09-30 | $1.7M | 22k | 79.63 |