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Mason & Associates (California)’s Schwab US Broad Market ETF SCHB Stock Holding History

Mason & Associates (California)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$989K Buy
34,140
+8
+0% +$224 0.16% 70
2026
Q1 		$832K Buy
34,132
+8
+0% +$210 0.16% 72
2025
Q4 		$895K Buy
34,124
+9
+0% +$234 0.17% 68
2025
Q3 		$877K Buy
34,115
+9
+0% +$223 0.18% 56
2025
Q2 		$813K Buy
34,106
+9
+0% +$198 0.19% 54
2025
Q1 		$734K Sell
34,097
-9,141
-21% -$208K 0.18% 56
2024
Q4 		$982K Buy
43,238
+8
+0% +$183 0.23% 52
2024
Q3 		$959K Sell
43,230
-495
-1% -$10.6K 0.24% 51
2024
Q2 		$916K Hold
43,725
– – 0.24% 47
2024
Q1 		$890K Buy
43,725
+21
+0% +$406 0.24% 46
2023
Q4 		$811K Buy
43,704
+30
+0.1% +$518 0.24% 34
2023
Q3 		$726K Sell
43,674
-783
-2% -$13.6K 0.23% 37
2023
Q2 		$766K Buy
44,457
+834
+2% +$13.6K 0.23% 39
2023
Q1 		$696K Buy
43,623
+555
+1% +$8.68K 0.21% 39
2022
Q4 		$643K Buy
43,068
+30
+0.1% +$451 0.21% 38
2022
Q3 		$602K Buy
43,038
+30
+0.1% +$467 0.21% 38
2022
Q2 		$634K Buy
43,008
+27
+0.1% +$433 0.22% 39
2022
Q1 		$765K Sell
42,981
-1,959
-4% -$34.4K 0.23% 44
2021
Q4 		$846K Buy
+44,940
New +$827K 0.26% 40

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mason & Associates (California)'s SCHB Position: Q2 2026 in Review

Mason & Associates (California) increased its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, buying an estimated $224 and bringing the position to 34,140 shares worth $989K. The position accounts for 0.16% of the portfolio, ranked #70.

Mason & Associates (California) first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mason & Associates (California) held 34,140 shares of Schwab US Broad Market ETF worth $989K as of Q2 2026.
  • Mason & Associates (California) bought 8 Schwab US Broad Market ETF shares in Q2 2026, an estimated $224.
  • Schwab US Broad Market ETF made up 0.16% of Mason & Associates (California)'s portfolio in Q2 2026, its #70 holding.
  • Mason & Associates (California) first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.