Schwab U S Small Cap ETF shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.1M | 165k | 49.24 |
| 2023-12-31 | $7.5M | 158k | 47.24 |
| 2023-09-30 | $5.9M | 143k | 41.42 |
| 2023-06-30 | $5.2M | 124k | 41.93 |
| 2023-03-31 | $5.1M | 122k | 41.93 |
| 2022-12-31 | $4.9M | 121k | 40.51 |
| 2022-09-30 | $4.6M | 118k | 38.79 |
| 2022-06-30 | $4.6M | 118k | 38.77 |
| 2022-03-31 | $5.3M | 113k | 47.36 |
| 2021-12-31 | $5.9M | 57k | 103.28 |
| 2021-09-30 | $5.8M | 58k | 100.09 |
| 2021-06-30 | $6.4M | 61k | 104.19 |
| 2021-03-31 | $6.8M | 68k | 100.07 |
| 2020-12-31 | $6.0M | 67k | 89.00 |