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Schwab U S Small Cap ETF shares owned by Advisors Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Advisors Capital Management from 13F filings

Historical chart of Advisors Capital Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Advisors Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 92k 47.24
2023-09-30 $3.0M 71k 41.42
2023-06-30 $2.4M 55k 43.79
2023-03-31 $1.6M 38k 41.94
2022-12-31 $1.5M 38k 40.52
2022-09-30 $908k 21k 42.60
2022-06-30 $223k 5.7k 38.98