Schwab U S Small Cap ETF shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $557k | 14k | 40.51 |
| 2022-09-30 | $570k | 15k | 37.78 |
| 2022-06-30 | $669k | 17k | 38.98 |
| 2022-03-31 | $834k | 18k | 47.33 |
| 2021-12-31 | $692k | 6.8k | 102.43 |
| 2021-09-30 | $2.7M | 27k | 100.08 |
| 2021-06-30 | $2.8M | 27k | 104.18 |
| 2021-03-31 | $2.5M | 25k | 99.66 |
| 2020-12-31 | $2.2M | 25k | 89.01 |
| 2020-09-30 | $1.6M | 24k | 68.32 |
| 2020-06-30 | $1.5M | 22k | 65.35 |
| 2020-03-31 | $1.0M | 20k | 51.49 |
| 2019-12-31 | $1.5M | 19k | 75.61 |
| 2019-09-30 | $1.3M | 19k | 69.75 |
| 2019-06-30 | $1.2M | 17k | 71.47 |
| 2019-03-31 | $1.1M | 16k | 69.92 |
| 2018-12-31 | $932k | 15k | 60.67 |
| 2018-09-30 | $1.1M | 14k | 75.24 |
| 2018-06-30 | $1.3M | 18k | 73.57 |
| 2018-03-31 | $1.1M | 16k | 70.18 |
| 2017-12-31 | $771k | 11k | 67.80 |
More positions owned by YorkBridge Wealth Partners
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