SCHB β€” Schwab US Broad Market

Ownership history in Shilanski & Associates, Inc.  Β·  26 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported Schwab US Broad Market (SCHB) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 8.4% in 2025 Q3. The latest visible filing shows SCHB at 8.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shilanski & Associates, Inc.'s position in Schwab US Broad Market, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHB was reported at 8.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.4% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Shilanski & Associates, Inc. held SCHB β€” position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,229,744 +36,062 +3.0% 8.40% $31.6M 2025-11-14 (Est.) $25.67
2025 Q2 ADDED 1,193,682 +32,381 +2.8% 8.13% $28.4M 2025-08-01 $23.76
2025 Q1 ADDED 1,161,301 +40,976 +3.7% 7.80% $25.0M 2025-04-25 $20.96
2024 Q4 ADDED 1,120,325 +768,999 +218.9% 8.16% $25.4M 2025-01-21 $23.09
2024 Q3 REDUCED 351,326 -27,879 -7.4% 7.59% $23.4M 2024-11-12 $22.79
2024 Q2 ADDED 379,205 +11,714 +3.2% 8.02% $23.8M 2024-07-18 $20.91
2024 Q1 ADDED 367,491 +8,561 +2.4% 7.73% $22.4M 2024-04-11 $19.62
2023 Q4 ADDED 358,930 +42,992 +13.6% 7.61% $20.0M 2024-01-10 $18.05
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Shilanski & Associates, Inc. and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shilanski & Associates, Inc. reported owning SCHB?

Shilanski & Associates, Inc. reported SCHB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SCHB position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SCHB was 8.40% in 2025 Q3.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2025 Q3, when Shilanski & Associates, Inc. reported 1,229,744 shares, equal to 8.40% of portfolio, with an estimated market value of $31.6M.

What does the chart on this SCHB ownership page compare?

The chart compares Shilanski & Associates, Inc.'s quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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