Mairs and Power’s SCHB Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q4 2024
+174,164 Shares
Current Position
261,246 Shares
$6.72 M Value

Mairs and Power's SCHB Position Overview

Mairs and Power (via Mairs & Power INC) currently holds 261,246 shares of Schwab U.S. Broad Market ETF (SCHB) worth $6.72 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Mairs and Power has maintained a long-term strategic position in SCHB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 174,164 shares. Largest reduction occurred in Q3 2016, reducing 12,000 shares.

Analysis based on 13F filings available since 2013 Q2

Mairs and Power's Schwab US Broad Market ETF (SCHB) Holding Value Over Time

Track share changes against reported price movement

Quarterly Schwab US Broad Market ETF (SCHB) Trades by Mairs and Power

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +50,331 Add 0.00% 50,330 $38.90
Q1 2014 -100 Reduce 0.20% 50,230 $45.71
Q4 2014 -500 Reduce 1.00% 49,730 $49.83
Q3 2015 +4,000 Add 8.04% 53,730 $46.38
Q4 2015 +2,000 Add 3.72% 55,730 $49.04
Q1 2016 +4,000 Add 7.18% 59,730 $49.27
Q2 2016 +2,000 Add 3.35% 61,730 $50.30
Q3 2016 -12,000 Reduce 19.44% 49,730 $52.32
Q4 2016 -4,000 Reduce 8.04% 45,730 $54.19
Q3 2017 -360 Reduce 0.79% 45,370 $60.90
Q1 2022 +45,370 Add 100.00% 90,740 $53.39
Q4 2022 -720 Reduce 0.79% 90,020 $44.81
Q2 2023 -5,300 Reduce 5.89% 84,720 $51.70
Q4 2023 -720 Reduce 0.85% 84,000 $55.67
Q1 2024 +5,300 Add 6.31% 89,300 $61.05
Q2 2024 -1,448 Reduce 1.62% 87,852 $62.87
Q3 2024 -770 Reduce 0.88% 87,082 $66.52
Q4 2024 +174,164 Add 200.00% 261,246 $22.70

Mairs and Power's Schwab US Broad Market ETF Investment FAQs

Mairs and Power first purchased Schwab U.S. Broad Market ETF (SCHB) in Q2 2013, acquiring 50,330 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mairs and Power has held Schwab U.S. Broad Market ETF (SCHB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mairs and Power's largest addition to Schwab U.S. Broad Market ETF (SCHB) was in Q4 2024, adding 261,246 shares worth $5.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Mairs and Power's firm, Mairs & Power INC, owns 261,246 shares of Schwab U.S. Broad Market ETF (SCHB), valued at approximately $6.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Schwab U.S. Broad Market ETF (SCHB) represents approximately 0.06% of Mairs and Power's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Mairs and Power's peak holding in Schwab U.S. Broad Market ETF (SCHB) was 261,246 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.