Schwab U S Small Cap ETF shares owned by Fortis Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10k | 211 | 49.24 |
| 2023-09-30 | $8.7k | 211 | 41.42 |
| 2023-06-30 | $9.2k | 211 | 43.80 |
| 2023-03-31 | $3.1k | 74 | 41.73 |
| 2022-12-31 | $3.0k | 73 | 40.74 |
| 2022-09-30 | $3.0k | 73 | 41.10 |
| 2022-06-30 | $3.0k | 73 | 41.10 |
| 2022-03-31 | $44k | 920 | 47.83 |
| 2021-12-31 | $48k | 472 | 101.69 |
| 2021-09-30 | $65k | 645 | 100.78 |
| 2021-06-30 | $65k | 628 | 103.50 |
| 2021-03-31 | $32k | 320 | 100.00 |